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Automatically send Post-Meeting Notes
Automatically send Post-Meeting Notes

How to set it up so that notes are automatically sent after the meeting ends

Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

After a meeting has ended, it's a good practice to send out the notes to all the stakeholders so that everyone is on the same page. Everyone can do this, but as the meeting organizer you might want to set up the meeting automations and liberate yourself from manually doing this each week.

*** Meeting Automations are a Pro Feature ***


  1. Visit the note and click on the lightning bolt (⚡️) on the right-hand side

  2. Click on the toggle to turn on Post-meeting Notes (or press Configure)

  3. Click Add first recap to set your first recap automation

  4. Set up the settings for that specific reminder:

    1. Specify how long after the meeting the recap should be sent

    2. Choose how the reminder should be sent. Options are Slack, MS Teams, or Email. (Note: depending on your integrations, you may not see all 3 options)

      1. If you choose to send via Slack or MS Teams, you'll also need to specify the team or channel where to send the notes.

    3. Send the recap to all participants

    4. OR specify the specific people who should be sent the recap. This can include people from outside of the meeting and/or outside of your workspace.

  5. Press Save. You'll then see a list of the recaps that you have set up. You can add up to 4 additional recaps (so a total of 5) for different time periods, to different people, or via different mediums (Slack, email, etc. ). To do that, click Add another recap

  6. When you're done, you can click the X in the upper right hand corner

If you want to delete or edit a reminder:

  1. Repeat steps 1-2, and press Configure. Then click on the recap that you want to delete

  2. Press OK in the confirmation modal

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