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This page is for MSP staff. The wrap-up walks your team through three steps: an internal survey, the transcript with AI notes, and the client summary email. You can stop at any point and continue later. Company recipients can understand a meeting summary.

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. An administrator sets this in Settings > Calendar > Post-Meeting. See Configure the post-meeting workflow.
  • Send Summary needs a meeting with a company set.

Start the wrap-up

1

Mark the meeting Completed, or open Wrap-Up

On the meeting page, set Status to Completed. The Wrap up this meeting? prompt appears when Prompt when a meeting is completed is on. You can also click Wrap-Up in the page header at any time.
2

Answer the prompt

Click Start wrap-up. Not now closes the prompt and leaves Wrap-Up available. Don’t ask for this meeting stops the prompt for this meeting.
3

Work through the three steps

The steps are Survey, Transcript & AI and Send Summary. Click a step at the top of the page to jump to it. Back, Skip this step and Continue are at the bottom.
4

Continue later if needed

Click Save & exit in the page header. A meeting with a wrap-up in progress shows Post-meeting wrap-up in progress with a Continue wrap-up button.

Step 1: Survey

1

Answer the questions

Rate how the meeting went. Answers are only visible to your team. See Complete the internal survey.
2

Click Continue

This saves the answers and opens Transcript & AI. Skip this step records the survey as skipped and clears any saved answers.

Step 2: Transcript & AI

1

Add the transcript

Upload a .txt, .vtt, .srt or .md file up to 5 MB, or paste text and click Use pasted text.
2

Click Generate notes & action items

AI drafts notes and action items.
3

Review and click Add to meeting

Nothing reaches the meeting until you click Add to meeting. See Add a meeting transcript.

Step 3: Send Summary

1

Wait for the AI draft

When AI is available, the step drafts the email on its own. Under Based on you can see which sources it used. On the standalone Send Summary page, click Generate with AI instead.
2

Check recipients and subject

Review To, CC and Subject. See Draft and send a meeting summary.
3

Click Send Email

The wrap-up is marked complete. Click Finish without sending to complete it with no email.

Send only the summary

1

Open the meeting page

Go to Calendar, open the meeting, then click Send Summary in the header.
2

Write or generate the email

Click Generate with AI, or type your own in Email Content.
3

Click Send Email

The page opens empty. Nothing is generated or sent until you ask.

What is saved where

  • Survey answers save when you click Continue. Leaving the step without it loses unsent answers.
  • A transcript file saves when you choose it. Pasted text needs Use pasted text. Generated notes save in the wrap-up and reach the meeting only through Add to meeting.
  • The unsent email lives only in the open page. Save & exit does not keep it, so copy it first if you need to leave.

After you send

  • The wrap-up is marked complete. You can reopen any step.
  • If Update the QBR log automatically is on, MSPortal writes a QBR entry for the company and opens the meeting’s QBR Log tab. See Account Notes and QBR Log.
  • Check the email, the optional PSA ticket note and the QBR entry separately. Each can succeed or fail on its own.

Troubleshooting

Frequently asked questions

No. Use Send Summary on the meeting page.
No. It keeps your place. Unsent survey answers and the unsent email are lost.
No. The first visit creates a progress record, and opening Send Summary can start an AI draft.
No. It completes the wrap-up only.
No. It is for MSP staff.