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. With meeting automations, you won't need to manually do this each week.

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

Steps:

  1. Visit the stream and click on the lightning bolt (⚡️) underneath the header

    Or click on More Actions --> Stream Settings --> Automations

  2. Click on the toggle to turn on Post-meeting Recaps (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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