Recap Distribution - Docket

Recap Distribution

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.

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docket meeting recaps

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.

View our popular integrations with Slack, Dropbox, Salesforce, and more.

Pro: When sharing your meeting recap with a client or customer, use custom branding on your email to stay top-of-mind.