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At Learned we want to help you as a coach in conducting a good continuous dialogue. We do this in the form of 1:1 meetings. Both you as a coach can create conversations with your employees and your employees can schedule a meeting with you. This article further discusses how you as a coach can create and conduct conversations.
Create the 1:1 meeting
As a coach you can create 1:1 meetings in 2 places in the platform. Creating conversations always works in the same way.
On the page 1:1s in your personal environment. Here you will see on the page an overview of all 1:1's in which you are a participant. Via the 'Create meeting' button you can directly create a new 1:1 or team meeting with your employee(s).
In the 'Team' environment in the left menu bar below. As a coach you can view, conduct and create all conversations with your employees in the 'Team' environment.
In the steps below, we'll show you how to create a conversation.
Choose a 1:1 template
The Admins can set up 1:1 meeting templates to support you with sample questions and conversation topics. When you choose the 'template' option, the name, description and questions from the template are automatically loaded. As a coach you can adjust this according to your own wishes per conversation.
📚: Read this article for more information on how to create a 1:1 template as Admin.
Select the participants
Then you select the people you want to have the conversation with. This can be 1 team member, multiple team members, or a combination of different team members and other coaches.
❗️Note: When you turn on the slider, it means that the 1:1 meeting is about that person. With this setting, you also ensure that the sidebar in the 1:1 meeting is visible for the person this meeting is about.
💡: When having a 1:1 meeting with a colleague to discuss a particular project, leave all sliders off. If this is left off, no sidebar will be visible in the 1:1 conversation either.
❗️Note: If you create a 1:1 meeting via your Team environment, by default the employee with whom you want to schedule the 1:1 is selected as the 'employee this conversation is about'.
Date, time and repeat pattern
Then you determine the date of the conversation. Do you want to create a recurring 1:1 meeting that repeats for example every week or every month? You can set the following in the dropdown at 'Repeat':
Repeat calls weekly until a certain end date.
Repeat calls every 'X' weeks until a specified end date.
Repeat conversations on custom data that you enter per conversation.
An email invitation is automatically sent for all conversations, which will appear in each type of calendar.
Optionally add a meeting link
When creating a 1:1 or team meeting, you'll also see the option to add a digital meeting link. Useful for creating a series of calls. Then, should your team member be working from home or remote at any of the times in the series, the meeting can still take place.
❗️Note: This option is only visible at the time the calendar integration is established. Depending on the calendar you have linked, you will see here the option to add a Google Meet or a Microsoft Teams link.
📚: Read this article if you want to learn more about setting up a calendar integration.
Add talking points
The talking points are the questions that should come up during the conversation. In addition to the topics from the 1:1 meeting template, you can add additional topics as you wish.
During 1:1 meeting: During the 1:1 meeting, it is possible to import existing talking points from other templates or to add new talking points that are important for the current 1:1 meeting.
Conduct the 1:1 meeting
After you create the 1:1 meeting, it will appear on your Home screen, the “1:1” page and in the “Team” environment. In addition, all parties involved will immediately receive an email for notification. By clicking on the title of the conversation, you can start working on it. Conducting the conversation works the same way for the coach and for the employee.
💡: When you have created a 1:1 meeting that is about a specific employee, you will see this in the overview of all 1:1 meetings you have scheduled in the “Employee” column. Do you see a profile picture there? Then you know that this 1:1 meeting is about a specific employee.
Discuss all preset talking points
The various talking points topics are listed below each other. The participants have a text field for each topic to keep add meeting comments. In addition, attachments can be uploaded to the meeting report. All participants can also add additional topics before and during the meeting.
Have you added new talking points during the 1:1 meetings and would you like to carry them over to the next 1:1? Then you can copy them by clicking on the three dots next to the talking point.
💡: You can easily archive inactive 1:1 meetings. Use the icon in the top right corner of the 1:1 meeting. You can find the archived meetings on the 1:1 page by using the filter.
ℹ️: All 1-1 (sequences) from before September 2025, without future events, are automatically archived.
During the conversation, In the case of a recurring 1-1, you can click on the date at the top of the screen to navigate to previous and upcoming meetings. Select a meeting from the dropdown menu or use the arrows next to it. This way, you can also easily see what was discussed last time or what you will discuss in the upcoming 1:1 meeting.
Summary & Next steps
During the 1:1 meeting, you have the option to take notes or define action items (Next steps).
You can find the summary at the top right or below the fixed discussion topics. You can move this pop-up anywhere you like using drag & drop. In addition, all notes are saved automatically.
❗️Note: Initially, your notes are saved as a draft. You need to publish them to make them visible to the other participants in the 1:1 conversation.
Record and Summarize
You can also have your 1:1 conversation recorded and summarized by AI. This allows you to fully focus on the conversation without forgetting to capture important moments.
📚: Read this article for more information about recording and summarizing.
When you choose to record the conversation, first select the language in which the conversation will be conducted.
After the recording, the transcription will be processed by AI into a summary. You can save this as a draft or choose to publish it.
💡: You have the option to use ‘Assist me’ when summarizing the recording. To do this, click on the transcript file. This allows you to regenerate the summary or create a custom prompt.
You can create Next steps from the same place in the meeting where you find the summary. At the top right, you’ll see the ‘Next steps’ button. Assign the created Next step to yourself or (one of) your meeting partner(s).
These Next steps can of course be found and checked off on the Next steps page in Learned, but they will also be visible in the next 1:1 conversation to reflect on.
You can find all your open Next steps via your profile picture at the bottom left – Next steps. You can also access the Next steps page directly from your Home page. From the Next steps page, you can check off your action items as soon as you’ve completed them.
The sidebar in the 1:1 meeting
When the 1:1 meeting is about a specific employee, the sidebar for that employee is loaded. Here you can find more information about the job profile, goals, previous reviews and insights.
In the sidebar you see only the data to which you have permissions:
Admin: sees all tabs and all data
Employee: sees all tabs and data about themselves
Coach: sees all tabs and all data about the team member
Guest (not coach): only sees Goals tab, and only the goals the guest is allowed to see. For example, public goals or goals shared with the team.
💡: If it is a team meeting, and no specific employee is selected that the conversation is about, only goals that you are allowed to see are displayed. So the display may vary from person to person.
📚 Want to learn more about the sidebar? Then read this article.
Creating Insights about an employee from a 1:1
Important input from various conversations can be sent directly from the 1:1 conversation. Select the relevant text, and an icon in the shape of a lightbulb will appear. Click on this icon to send the input to Insights.
After clicking on the icon, a pop-up appears to create a new insight. This is automatically linked to yourself, or the employee the 1:1 was about. This makes it easier to find all relevant information when preparing for the next 1:1 or a review conversation.
You can find this input under Insights within the platform. You can also see this in the sidebar on the right within both the 1-1 and the review module.
📚: Read this article if you want to learn more about Insights.
Export the meeting report
Finished the 1:1 meeting? All participants of the 1:1 meeting can export the meeting report to PDF, by using the button at the top right of the meeting.
Adjust meeting settings?
Do you still want to change something after publishing a meeting or a series of meetings? No problem! Keep the following in mind:
For a series of meetings, when the name and description are changed, this change will be reflected in all meetings.
You can adjust the talking points per meeting, or for a series of meetings.
You can still adjust the date per meeting, or for the entire series of meetings.
If you are creator of the 1:1s with a repeating pattern, you have the option to delete not only a single meeting within the repeating pattern, but also the entire series or all future meetings in the series. This will preserve the content of historical meetings within the series.