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Audience: MSP staff. Company recipients can understand a meeting summary. Use Send Summary on a company-linked meeting page when you only need to compose the email. Use Wrap-Up for the internal survey, transcript and summary sequence when enabled for the meeting type.

Draft and send a summary

Set recipients, review AI or manual content, and check email, ticket-note and QBR outcomes separately.

Understand a summary

Company guidance for reading a recap and following up on commitments.

Complete the internal survey

Save or revise answers, resume progress, and understand what skipping clears.

Add a meeting transcript

Save text or a file and distinguish storage, AI generation and applying notes.

Configure wrap-up

Choose event types, completion prompts, transcript AI and automatic QBR logging.

Manage survey questions

Create, edit, activate, reorder and delete internal staff questions.

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Choose a starting point

Wrap-up availability and the completion prompt depend on Settings > Operations > Calendar > Post-Meeting and the meeting type. Not now defers the prompt. Don’t ask for this meeting is a separate dismissal choice.

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Know what is saved

The wrap-up contains Survey, Transcript & AI, and Send Summary steps. Each has its own save behavior; changing steps is not a universal save.
  • Submit survey answers with Continue. Unsaved answer changes are not preserved just by leaving the step. If no questions have ever been configured, built-in defaults can appear; disabling every configured question leaves no active questions.
  • Selecting a transcript file uploads/saves it; pasted text needs Use pasted text. Generating AI notes saves generated output in the wrap-up; Add to meeting separately applies reviewed notes/actions to the meeting.
  • The unsent email’s body, recipients and subject remain in the open page only. Save & exit does not persist them. Keep a separate copy before leaving or reloading.
Opening Summary can generate AI content. Send Email is the deliberate sending action; Finish without sending completes the wrap-up without sending an email. Neither is a substitute for checking the meeting’s own status and action items.

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Check follow-up separately

After sending, verify the email result and any optional public PSA ticket note separately. Eligible automatic QBR logging, commitment creation and configured QBR PSA synchronization happen independently and can fail or be skipped. See the sending guide for the exact distinctions.

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Frequently asked questions

No. Use Send Summary on a company-linked meeting page for the standalone composer.
No. Unsubmitted survey answers and unsent email edits can be lost. Use each step’s explicit save action and keep a separate copy of an unsent email.
No. The first visit can create a progress record, and entering Summary can generate an AI draft when enabled.
No. It completes the wrap-up without sending the summary email.
No. The post-meeting wrap-up is for MSP staff. Company recipients can review the summary email and ask their MSP for corrections.