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Use this page to set up the wrap-up your staff see after a meeting: the survey, the transcript and the summary email. It is for MSP administrators. The settings apply to your whole MSP, not to one company or person. Company users do not use the wrap-up. They can read a meeting summary.

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Before you start

  • You need Calendar settings access and permission to manage Calendar settings.
  • The Post-meeting survey questions card on the same tab saves separately. See Manage survey questions.

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Choose when wrap-up is available

1

Open Settings > Calendar

Select the Post-Meeting tab. The Post-Meeting Flow card is on the left.
2

Turn on Enable post-meeting flow

Enable post-meeting flow switch shown on, with its survey, transcript and summary description

The main wrap-up switch. Save changes in the page header.

This shows the survey, transcript and summary workflow for completed meetings.
3

Pick the event types

Open Event Types and tick the types that offer wrap-up. The choices are QBR, On-site Tech Visit, Internal Meeting, Client Call, Project Milestone, Compliance Review, Business Review, Service Call and Other. Keep at least one. To turn wrap-up off, switch off Enable post-meeting flow instead.
4

Choose the completion prompt

Prompt when a meeting is completed asks staff to start the wrap-up when they mark a meeting Completed. Turning it off removes the prompt only. Staff can still click Wrap-Up.
5

Click Save

The Save button is in the page header. It is disabled until you change something. Post-meeting settings saved confirms it.
Switching tabs does not save your changes. Save first, or reload the page to discard them.

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What each control does

Each switch is separate. Turning off the main flow does not turn off Update the QBR log automatically.

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Set transcript AI

Turn AI transcript processing on or off and click Save. With it off, staff can still save a transcript. It only removes Generate notes & action items. It does not turn off other AI features. See Add a meeting transcript.

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Set automatic QBR logging

1

Set Update the QBR log automatically

Turn it on to write a QBR entry after each eligible summary. It is on by default.
2

Choose the Autotask note type (optional)

With Autotask connected, set Push QBR log entries to Autotask as to a note type. Choose Do not push to Autotask to keep entries in MSPortal. The list is disabled while automatic logging is off.
3

Click Save

Use the page-header button.
4

Check a result

After a summary is sent, open the company’s Account Notes and QBR Log.
Automatic QBR logging skips Internal Meeting, On-site Tech Visit and Service Call meetings, meetings with no company, and entries edited by hand. Ticking every wrap-up event type does not change this. Saving a note type does not push anything by itself.

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Troubleshooting

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Frequently asked questions

No. This is an MSP administration task.
No. Keep at least one. Switch off Enable post-meeting flow instead.
No. It only removes the prompt.
No. Turn off Update the QBR log automatically as well and save.
Yes. Only AI generation is off.
Choose Do not push to Autotask and save.