Never let a decision go to waste
Follow up with meeting participants or share the meeting summary with stakeholders. Take ‘next steps’ to the next level, furthering efficiency and productivity post-meeting.
Add your documentation system, task manager, or CRM for complete alignment
Save your meeting agendas and notes alongside other resources with one-click integrations to popular systems of record. Keep track of notes and decisions next to project details and customer information.
How it works
Click on Share Recap in the Notes tab. Select who to share the recap to. Enter a personalized message. Click Send to send the recap message via email.
The message will include the meeting agenda, notes, attached resources, and highlighted action items.
Pro: When sharing your meeting recap with a client or customer, use custom branding on your email to stay top-of-mind.