Post-Meeting Notes take the manual work out of following up after a meeting. Instead of remembering to send notes each time, you can set up an automation to deliver them automatically to everyone who needs them. Any attendee can configure this, but it's especially useful for meeting organizers who run recurring meetings and want to keep stakeholders aligned without the extra effort.
How to Access Post-Meeting Notes
Open the meeting note and click the three-dot menu (⋮) on the right-hand side of your meeting note, click on Settings and then Automations.
Find Post-Meeting Notes and click the toggle to turn it on, or click Configure to customize your settings.
Setting Up a Recap
Click Automation to create your first automation.
Configure the settings for that recap:
Timing: Choose how long after the meeting ends the recap should be sent.
Delivery method: Select Slack, MS Teams, or Email. The options you see will depend on which integrations you have connected.
If you select Slack or MS Teams, you'll also need to specify the channel or team where the notes should be sent.
Recipients: Choose to send the recap to all participants, or specify individual recipients. You can include people outside of the meeting or outside of your workspace.
Click Save. Your recap will now appear in your recaps list.
You can add up to 5 recaps in total for different time windows, recipients, or delivery methods. To add another, click Add another recap and repeat the steps above.
When you're done, click the Save in the upper right corner to close the settings panel.
Editing or Deleting an Automation
Return to Automations and click Configure next to Post-Meeting Notes.
Click on the recap you want to edit or delete.
Make your changes or click Delete, then confirm in the modal that appears.
