How to Use Ninety's Meetings Tool
Meetings are one of the 9 Core Competencies your organization develops on Ninety. Mastering it means holding intentional, structured meetings on a consistent schedule so your teams stay aligned, solve Issues quickly, and drive accountability every week. Ninety's Meetings tool gives every team in your organization a single place to run any meeting: from a weekly Weekly Team Meeting (WTM) to a two-day annual planning meeting.
What is the Meetings tool?
The Meetings tool powers every team meeting in your Ninety account. It provides pre-built agendas for each stage of your operating rhythm, a live agenda timer, real-time collaboration during meetings, automatic recap emails after each session, and a searchable history of every meeting your teams have held.
All your other Ninety tools — Rocks (your 90-day priorities), the Data Scorecard, the Issues list, To-Dos, and Headlines — connect directly to your meeting agendas. When you open a meeting, the data your team has been entering all week is already there.
Meetings in Ninety are tied to teams. A team member must be assigned to a team to access or join that team's meetings. The only exception is Owners, Admins, and Coaches, who can view all non-private teams in the account without being assigned as members.
The meeting cadence
The meeting cadence is one of the most important disciplines for any team to develop — and one of the most valuable once they do. The foundation is a consistent rhythm of well-run meetings at every level of the organization.
For most teams, the cornerstone of that cadence is the Weekly Team Meeting (WTM), a 90-minute weekly meeting that follows a fixed agenda. The name comes from the goal: meetings run so effectively that every attendee would rate them a 10 out of 10. Five keys to a strong meeting cadence:
Meet on the same day.
At the same time.
Using the same agenda.
Starting on time.
Ending on time.
The WTM is designed first for leadership teams, but any team at any level of the organization can run one. Department-level teams typically shorten their sessions to 60 minutes.
Meeting types in Ninety
Ninety includes pre-built agendas for the major meeting types in your operating rhythm. You don't need to build these from scratch; they're available in your account from day one.
Weekly Team Meeting (WTM). The standard 90-minute weekly meeting for leadership and department teams. It follows the same seven-part agenda every week: Segue, Scorecard, Rock Review, Customer/Employee Headlines, To-Do List Review, Raise, Discuss, Resolve (RDR), and Conclude.
Quarterly Planning Meeting (QPM). A half-day or full-day session held at the end of each quarter to review prior performance, reset Rocks for the coming 90 days, and resolve key Issues. Available on Accelerate and Thrive plans.
Annual Planning Meeting (APM). A two-day session held once per year to review the prior year, recalibrate your Vision tool, set Rocks for the next quarter, and address the Issues standing in the way of your long-term vision. Available on Accelerate and Thrive plans.
Custom agendas. In addition to the default meeting agendas, Owners, Admins, and Coaches can create custom agendas for any meeting type your organization runs, including State of the Company meetings, departmental check-ins, or Tiger Team sessions. Teams on the Accelerate or Thrive plan can build agendas from scratch; teams on the Essentials plan can customize their weekly WTM agenda.
How the Meetings tool connects to other tools
Each section of the default WTM agenda pulls live data from a Ninety tool. Here's how they connect.
Scorecard. The Scorecard Review section of the WTM displays your team's weekly Measurables. Any metric that falls off track during review is added to the Issues list for discussion during RDR.
Rocks. The Rock Review section shows the status of each team member's quarterly Rocks. Off-track Rocks are flagged as Issues rather than discussed immediately, keeping the early sections of the meeting moving.
Issues/RDR. The Issues list feeds the 60-minute RDR block, the most important section of the WTM. Team members vote on and prioritize Issues before the RDR section begins, then work through them in order of priority.
To-Dos. The To-Do List Review section shows all open To-Dos for the team. To-Dos created during the meeting are automatically saved with the recap.
Headlines. The Customer/Employee Headlines section displays any Headlines posted by team members during the week. Cascaded Messages from other teams also appear here.
My 90. Team members can review their personal Rocks, To-Dos, Issues, and Scorecard Measurables from My 90 before and after meetings.
Important: If your Issues section appears blank during a meeting, it's likely because your team is using a custom agenda that doesn't include the Issues tool. Default WTM agendas include Issues automatically. Custom agendas require you to add them manually. Go to Meetings > Agendas > open your agenda > click Add Tool Section > select Issues > click Save Changes.
Preparing for your meeting
Meetings run better when the data is up to date before the first agenda item. Here's what each team member should do before a meeting starts.
Update the Scorecard Measurables for the current reporting period to ensure the Scorecard Review reflects accurate data.
Set Rock statuses to On track, Off track, or Done so the team can quickly see where things stand.
Mark any To-Dos complete or update their status or due date.
Add Issues throughout the week as they come up rather than waiting for the meeting; the Issues list is the right place to capture anything that needs discussion, a decision, or a solution.
Post any Headlines or announcements before the meeting so they're available during the Headlines section.
One person should be designated as the facilitator, who leads the agenda and keeps discussions on track. A separate scribe runs the Ninety software during the meeting: taking notes, creating To-Dos, marking Items complete, and advancing the agenda. Separating these roles keeps the facilitator free to focus on the discussion.
Who can do what
Team Members (also called Managees) can start a meeting, join meetings, vote on Issues, take notes, create To-Dos, and mark items as complete. They cannot edit meeting agendas.
Managers can do everything a Team Member can, plus edit and customize meeting agendas for their assigned teams, schedule meetings, and delete scheduled meetings.
Admins have full access across all teams and tools, including company-wide agenda settings.
Coaches have access similar to Admins and are included in meeting recap emails by default.
Owners have full access across the entire account, including all private teams, company settings, and billing.
Observers can join meetings and participate in discussions, including the Segue and Conclude sections. They cannot start a meeting, act as a facilitator, or receive recap emails. The Observer role is free.
For a full breakdown of what each role can do across all tools, see User Roles and Permissions.
What's in the Meetings tool
Getting started
Meetings Tool Basics — Learn how to start and join a meeting, understand meeting ratings, use the meeting notes panel, and access past meeting recaps.
Scheduling Meetings — Set up recurring or one-time meetings for your team, integrate with Google Calendar, Office 365, or Teams, and manage your upcoming meetings list.
Weekly Team Meetings
Weekly Team Meetings, Powered by Ninety — A complete guide to running the Weekly Team Meeting in Ninety — scheduling, preparing, and conducting each section of the 90-minute agenda.
Running the Segue Section in Your Meeting — Track attendance, customize the segue prompt, and cycle through speakers during the opening Segue section of your Weekly Team Meeting.
When to Use the Tangent Button — Give every meeting attendee a respectful way to signal when discussions drift off the agenda without relying on the facilitator alone.
Agendas
Create and Customize Your Meeting Agendas — Edit default agendas, build custom agendas from scratch, add tools and custom sections, adjust timing, and push agendas to all teams in your organization.
Quarterly and annual meetings
Quarterly Planning Meetings, Powered by Ninety — Start a Quarterly Planning Meeting, prepare your Scorecard and Rocks data in advance, and follow the built-in agenda to review the prior quarter and set the next.
Annual Planning Meetings, Powered by Ninety — Run a two-day annual planning meeting using Ninety's pre-built Day 1 and Day 2 agendas, including SWOT analysis, Vision tool review, and Rocks planning.
Meeting features
Meeting Recap Email Notifications — Understand what's included in the automatic recap email, who receives it, and how to opt out of the recap for a specific meeting.
Printing Meeting Agendas — Generate and print a PDF of any of your team's meeting agendas, including current Rock statuses, Scorecard data, and the Issues list.
Frequently asked questions
Does Ninety record audio or video?
Ninety does not record any audio or video. The Meetings tool captures structured meeting data, including Headlines read, Issues solved, To-Dos created, meeting notes, time spent in each agenda section, and meeting ratings. To record the audio or video of your meeting, use an external tool such as Zoom, Microsoft Teams, or Google Meet alongside Ninety. You can share your Ninety screen during the call so the whole team follows along in real time.
Can I invite someone to a specific meeting without adding them to the team?
No. Meetings in Ninety are tied to teams, so anyone who needs to join a meeting must be a member of that team. If someone only needs to attend without full access to the team's tools and data, assign them the free Observer role. Observers can join any meeting on their assigned teams, participate in discussions, including the Segue and Conclude sections, but they will not receive recap emails.
Why is my RDR section blank during a meeting?
This happens when a custom agenda is missing the Issues Tool Section. Default WTM agendas include Issues automatically, but custom agendas require you to add them manually. To fix it: go to Meetings > Agendas > open your custom agenda > click Add Tool Section > select Issues > click Save Changes. If you're in a live meeting and the section is blank, click View Tool in that section to pull in the session's Issues list.
Who receives the meeting recap email?
All paid team members assigned to the team that ran the meeting receive an automatic recap email after the meeting concludes. This includes Owners, Admins, Managers, Team Members, and Coaches. Observers do not receive recap emails, even if they attended the meeting. If a team member isn't receiving recaps, confirm they are listed as a member of that team (not just in the company-wide directory) and that their role isn't set to Observer.
Why is the Save button grayed out when I try to schedule a meeting?
The most common cause is a missing value in the start time field. The time field requires both hours and minutes to be entered. If the minutes field is blank, the Save button stays inactive. Enter a complete start time, including the minutes, and the button will become available.
Can I use an AI tool to automatically take notes during my meeting?
Ninety does not include a built-in AI note-taker that listens to conversations and generates notes automatically. Any team member who has joined the meeting can type notes in the Show Notes panel, making it a collaborative effort rather than relying on a single scribe. If you want AI-generated notes, use an external transcription tool alongside your video conferencing software, then paste the transcript into Ninety's meeting notes after the session.
What happens if two people start the same meeting at the same time?
Two separate meeting sessions are created, each with its own recap. This can cause ratings and recap emails to be attributed to the wrong team or sent twice. To avoid it, designate one person as the meeting starter before each session begins and have all other participants join using the Join Meeting button instead of Start a Meeting. If a meeting is saved under the wrong team, contact support to have it migrated.
Can I delete default meeting agendas?
Default meeting agendas (such as Weekly Team Meeting, Quarterly Planning Meeting, and Annual Planning Meeting) cannot be deleted. They can be edited to suit your team's needs. If you want to change how a default agenda is named in your account, go to Company Settings > Language and update the term there.
