> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Meeting Summaries

> Generate and send AI-powered meeting summaries to clients

After a meeting, MSPortal can generate professional summary emails using AI, helping you follow up with clients quickly and consistently.

## Accessing Send Summary

From any meeting page, click the **Send Summary** button in the header to open the summary interface.

<Frame>
  <img src="https://mintcdn.com/msportal/XDnzvaG7iyar4qI4/images/calendar/send-summary-before.png?fit=max&auto=format&n=XDnzvaG7iyar4qI4&q=85&s=20695f74c420c0cc432610399698e325" alt="Send Summary Page" width="2400" height="1203" data-path="images/calendar/send-summary-before.png" />
</Frame>

## Summary Configuration

### Email Details

Configure the basic email settings:

* **To** - Select recipients from meeting attendees or add custom addresses
* **Subject** - Auto-populated with meeting name, editable as needed
* **From** - Your email address (configurable in settings)

### Email Method

Choose how to send the summary:

| Method              | Description                                        |
| ------------------- | -------------------------------------------------- |
| **MSPortal**        | Send directly through MSPortal's email system      |
| **PSA Integration** | Route through your PSA's email system for tracking |

### AI Configuration

Customize how the AI generates your summary:

* **Tone** - Professional, friendly, or technical
* **Length** - Brief overview or detailed recap
* **Focus Areas** - Emphasize action items, decisions, or discussion points

## Generating the Summary

Click **Generate with AI** to create the meeting summary. The AI analyzes:

* Meeting agenda items and their content
* Meeting notes you've captured
* Attendee information
* Meeting type and context

<Frame>
  <img src="https://mintcdn.com/msportal/XDnzvaG7iyar4qI4/images/calendar/send-summary-after.png?fit=max&auto=format&n=XDnzvaG7iyar4qI4&q=85&s=f07618776515138d3aabccb1031822c6" alt="Generated Summary" width="2400" height="1203" data-path="images/calendar/send-summary-after.png" />
</Frame>

The generated summary includes:

* **Professional greeting** addressed to the attendee
* **Meeting overview** summarizing what was discussed
* **Key discussion points** with specific details from your agenda
* **Action items and next steps** for follow-up
* **Closing** with contact information

### Email Content Editor

The summary appears in a rich text editor where you can:

* Edit any part of the generated text
* Add additional information
* Remove sections that aren't relevant
* Format text with bold, italic, lists, etc.
* Insert links or images

<Tip>
  Always review the AI-generated content before sending. While the AI does an excellent job summarizing, you may want to add personal touches or correct any specific details.
</Tip>

## PSA Integration

<Frame>
  <img src="https://mintcdn.com/msportal/XDnzvaG7iyar4qI4/images/calendar/send-summary-scrolled.png?fit=max&auto=format&n=XDnzvaG7iyar4qI4&q=85&s=12df708ea608300255774230e57d87e4" alt="PSA Integration Options" width="2400" height="1203" data-path="images/calendar/send-summary-scrolled.png" />
</Frame>

### Link to PSA Ticket

If you have a PSA integration connected (ConnectWise, Autotask, or Halo PSA), you can save the meeting summary directly to a ticket:

1. Check **Add as note to \[PSA] ticket** (the label matches your connected PSA)
2. Select or search for the relevant ticket
3. When you send the summary, it's automatically added as a note to that ticket

This creates a permanent record of client communications in your PSA system, making it easy to track the history of client interactions.

## Sending the Summary

Once you're satisfied with the summary:

1. Review all recipients in the **To** field
2. Verify the subject line is appropriate
3. Make any final edits to the content
4. Click **Send** to deliver the summary

## Best Practices

<AccordionGroup>
  <Accordion title="Capture notes during the meeting">
    The AI uses your meeting notes to generate more accurate and detailed summaries. Take notes throughout the meeting for the best results.
  </Accordion>

  <Accordion title="Build comprehensive agendas">
    The more agenda items you include, the more context the AI has to work with. Planner items, budgets, and compliance checks all contribute to richer summaries.
  </Accordion>

  <Accordion title="Review before sending">
    Always read through the generated summary. Check for accuracy, appropriate tone, and completeness before sending to clients.
  </Accordion>

  <Accordion title="Use PSA integration">
    Link summaries to PSA tickets to maintain a complete record of client communications. This helps with continuity when team members change or when reviewing account history.
  </Accordion>

  <Accordion title="Send promptly">
    Send summaries within 24 hours of the meeting while the discussion is still fresh. Prompt follow-up demonstrates professionalism and attention to detail.
  </Accordion>
</AccordionGroup>

## Summary Templates

The AI adapts its output based on meeting type:

| Meeting Type   | Summary Focus                                                                        |
| -------------- | ------------------------------------------------------------------------------------ |
| **QBR**        | Comprehensive review of the quarter, metrics, achievements, and upcoming initiatives |
| **Strategy**   | Key decisions, roadmap items, and strategic priorities                               |
| **Check-in**   | Status updates, quick wins, and immediate action items                               |
| **Onboarding** | Setup progress, training completed, and next steps                                   |

## Related Features

<CardGroup cols={2}>
  <Card title="Meeting Pages" icon="file-lines" href="/user-guides/calendar/meetings">
    Learn how to capture meeting notes and build agendas
  </Card>

  <Card title="Integrations" icon="plug" href="/user-guides/integrations/index">
    Configure PSA integrations for seamless workflows
  </Card>
</CardGroup>