Skip to main content
The wrap-up survey is a quick internal rating of how a meeting went. Answers are only visible to your team, never to the client. This page is for MSP staff. It is separate from the client-facing feedback surveys.

​
Before you start

  • You need Write access to Calendar or Meetings, and an active subscription.
  • The wrap-up must be on for the meeting’s type in Settings > Calendar > Post-Meeting.
  • Your administrator controls the questions and which are required. See Manage survey questions.

​
Answer the survey

1

Open the wrap-up

Open the meeting and click Wrap-Up, Start wrap-up or Continue wrap-up. You can open it before the meeting is marked Completed.
2

Select Survey

Click Survey in the step bar. The page is titled How did the meeting go?
3

Answer each question

Click a number for a rating or scale, Yes or No, pick an option from a list, or type text. Required questions have a red asterisk.
Example engagement and meeting-value questions with one-to-five rating buttons
Your MSP’s questions can differ from this example.
4

Click Continue

This saves your answers and opens Transcript & AI. If a required question is empty, Please answer the required questions before continuing. appears.
Clicking an answer does not save it. Only Continue does. Save & exit, and switching to another step, do not save unsent answers.

​
Revise saved answers

1

Return to Survey

Click Survey in the step bar.
2

Change your answers

Edit them as needed.
3

Click Continue

This replaces the saved answers. The survey is one record for the meeting, so check with colleagues before you replace it.

​
Skip the survey

Click Skip this step to mark the survey skipped and go to Transcript & AI. Skipping clears any answers already saved for the meeting. To keep saved answers, click Transcript & AI in the step bar or Save & exit instead. The check mark on Survey means the survey was submitted. It does not mean the meeting is complete or a summary was sent.

​
Troubleshooting

​
Frequently asked questions

No. It is for MSP staff. Client feedback surveys are separate.
No. No is an answer. Blank is unanswered.
No. The meeting has one survey response.
No. It saves the survey and opens Transcript & AI.