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What Happens After Your Meeting

Learn about the automated actions and notifications that occur when your meeting concludes.

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Automatic Post-Meeting Process

When your meeting ends, the AI agent automatically:
  1. Processes Recording - Converts raw recording to viewable format
  2. Generates Transcript - Creates accurate text transcript with speaker labels
  3. Creates Summary - Produces meeting summary with key points and action items
  4. Sends Notifications - Distributes summaries based on your settings
Processing time varies based on meeting length. Most meetings are processed within 5-15 minutes.

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Email Notifications

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Default Behavior

By default, the AI agent sends email notifications to:
  • ✅ Meeting organizer
  • ✅ All meeting participants (if enabled)
  • ✅ Specified distribution list
  • ✅ Workspace members (optional)

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What’s Included in the Email

Standard Summary Email Contains:
  • Meeting title and date
  • Duration and participants
  • Key discussion points
  • Action items with assignees
  • Decisions made
  • Links to full transcript and recording
  • Next steps

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Choosing Not to Send Emails

You can configure meetings without email notifications:

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For Individual Meetings

When scheduling:
  1. Expand Advanced Options
  2. Under Post-Meeting Actions
  3. Uncheck “Send email summary”
  4. Save meeting

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For All Meetings (Default Setting)

  1. Settings → Notifications
  2. Post-Meeting Emails section
  3. Set “Send summary emails” to OFF
  4. Save changes
Even with emails disabled, summaries are still available in your dashboard.

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Alternative to Email Notifications

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Dashboard Access

All meeting information is always available in your dashboard:
  1. Navigate to “Past Meetings”
  2. Click on any meeting
  3. Access:
    • Full transcript
    • Recording playback
    • Summary and insights
    • Action items
    • Shared files

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Integration Notifications

Instead of email, send notifications through:

Slack

Post summaries to Slack channels

Microsoft Teams

Send summaries to Teams channels

Asana

Create tasks from action items

Notion

Save summaries to Notion pages
Configure in Settings → Integrations → Post-Meeting Actions

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Customizing Email Behavior

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Who Receives Emails

Fine-tune email recipients:
  1. Settings → Notifications → Email Recipients
  2. Configure options:
    • ☐ Meeting organizer only
    • ☐ All participants
    • ☐ Participants who attended
    • ☐ Specific email addresses
    • ☐ Workspace members
    • ☐ Custom distribution list

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Email Timing

Control when emails are sent: 
Delivery Options:
  - Immediate: Right after processing (default)
  - Delayed: 30 minutes after meeting
  - Scheduled: Specific time daily (e.g., 5 PM)
  - Digest: Daily summary of all meetings

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Email Templates

Customize email content:
  1. Settings → Templates → Email Templates
  2. Choose or create template:
    • Executive Summary
    • Detailed Breakdown
    • Action Items Only
    • Custom Template
  3. Customize content:
    • Include/exclude sections
    • Adjust formatting
    • Add branding
  4. Save template

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Notification Preferences

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Per-Meeting Basis

Override default settings for specific meetings: When scheduling a meeting:
  1. Advanced Options → Notifications
  2. Select notification preference:
    • Use default settings
    • Send emails to all
    • Send to organizer only
    • Don’t send emails
    • Custom recipients

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Global Preferences

Set default behavior for all meetings:
  1. Settings → Notifications
  2. Configure:
    • Email notifications: ON/OFF
    • Default recipients
    • Email template
    • Delivery timing
    • Digest preferences

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What Gets Generated

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Always Created

Regardless of email settings, every meeting generates:
  • 📝 Full Transcript - Complete verbatim text
  • 🎥 Recording - Video/audio recording (if enabled)
  • 📊 Summary - AI-generated meeting summary
  • ✅ Action Items - Extracted tasks and owners
  • 🔑 Key Points - Important discussion topics
  • 📈 Analytics - Meeting insights and metrics

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Optional Generation

Based on your settings:
  • 📄 PDF Report - Formatted downloadable report
  • 📧 Email Distribution - Sent to participants
  • 💬 Chat Integration - Posted to Slack/Teams
  • 📋 Task Creation - Auto-created in project tools
  • 📁 File Storage - Archived to cloud storage

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Data Retention

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Storage Duration

Default retention periods:
  • Recordings: 90 days
  • Transcripts: 1 year
  • Summaries: Indefinite
  • Action Items: Until completed or manually deleted
Customize in Settings → Data Management

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Accessing Historical Data

Find past meetings:
  1. Dashboard → Past Meetings
  2. Use filters:
    • Date range
    • Participants
    • Keywords
    • Status
  3. Search by meeting title or topic
  4. Click to view full details

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Privacy Controls

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Limiting Email Distribution

For sensitive meetings:
  1. When scheduling, mark as “Confidential”
  2. Emails sent only to organizer
  3. Other participants see notification without content
  4. Full access requires dashboard login

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Restricting Access

Control who can view meeting data:
  1. Meeting → Settings (gear icon)
  2. Access Control:
    • Participants only
    • Workspace members
    • Specific individuals
    • Public link (with password)
  3. Save access settings

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Troubleshooting

Check these:
  • Spam/junk folder
  • Email address is correct in your profile
  • Email notifications are enabled
  • Meeting has finished processing
  • Subscription is active
Find summary: Always available in dashboard under Past Meetings
Review:
  • Meeting notification settings
  • Default recipient settings
  • Calendar invitation participants
Resend: Use “Resend Summary” option in dashboard
Possible reasons:
  • Meeting ended abruptly
  • Recording failed mid-meeting
  • Processing error occurred
Solutions:
  • Check dashboard for partial data
  • Re-process meeting if option available
  • Contact support with meeting ID
Quick fix:
  1. Click “Unsubscribe” at bottom of email
  2. Or: Settings → Notifications → Turn off email summaries
You’ll still get dashboard notifications

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Next Steps

Configure Email Settings

Detailed email notification configuration

Review Meeting Summaries

Learn how to access and use summaries