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Everything on a meeting page

A processed meeting is not just a recording. It is a summary, a full transcript, a list of what everyone agreed to do, and a starting point for the follow-up.

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DDhwanit· Max

Northwind kickoff

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Summary

Phased rollout agreed for October, with the pilot limited to two regions. Commercial terms unchanged. Legal to review the data clause by Friday.

Action items
  • Priya to send the revised data clause by Friday
  • Tom to confirm the two pilot regions
  • Alina to circulate the rollout timeline
Transcript

Priya: so the pilot stays at two regions for now. Tom: agreed, and we revisit in November. Alina: I will circulate the timeline.

Ask this meeting

Draft the follow-up email

Subject: Northwind kickoff, agreed next steps. Thanks all. To confirm what we agreed today, the rollout begins in October with two pilot regions.

And you can draft the follow-up from it

Reading a meeting and drafting the follow-up
  1. The summary is what was decided
  2. Action items say who owes what
  3. The transcript is the full record
  4. And you can draft the follow-up from it

Summary

What the meeting was about and what was decided, in a few lines.

Action items

What was agreed, and who has it. These can become tasks. See tasks.

Transcript

The full text, searchable, attributed to speakers.

Attendees

Who was there, linked to their contact records. See Network.

Attachments

Documents attached to the meeting, kept alongside the record of what was said about them.

Chatting with the meeting

Ask questions about it, or draft the follow-up email from it. You can also reach it from any chat by mentioning it with an @. See mentions.

Sharing

Share the meeting with a teammate, or produce a link. See sharing files, notes and meetings.

Changing the summary format

If the default shape is not how your team writes notes, define your own. See summary templates.

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