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Use Send Summary to email a follow-up to the people who attended a meeting. You can write it yourself or have AI draft it. This page is for MSP staff. Company recipients can understand a meeting summary and ask their MSP for corrections.

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Before you start

  • You need Write access to Calendar or Meetings, and an active subscription.
  • The meeting must have a company set.
  • To add the summary to a ticket, a default PSA must be configured and the company’s tickets synced.

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Open the composer and write the email

1

Open the meeting page

Go to Calendar > Calendar Menu > List View or My Meetings. Click the … menu on the meeting and choose Open Meeting Page.
2

Click Send Summary

The button is in the page header. The page opens with To, Subject and Email Content. Nothing is generated or sent yet.
3

Pick length and tone (optional)

Under AI draft, set Length to Brief, Standard or Detailed, and Tone to Friendly, Neutral or Executive. The defaults are Standard and Friendly.
4

Click Generate with AI (optional)

Generate with AI button for requesting a meeting summary draft
Wait for Draft ready. Review it before sending. Or skip this step and type your own text in Email Content.
5

Review the draft

Check dates, amounts, names and commitments against the meeting. Remove internal details that should not be emailed.
The unsent email is not saved. Cancel, leaving or reloading the page discards it. Save & exit in the wrap-up does not keep it either. Copy the text first if you need to come back.
Once the editor has text, the button reads Regenerate. A successful regeneration replaces the whole editor, including your edits. Changing length, tone or recipients does not redraft on its own.

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What Based on shows

After a draft, Based on lists the sources used. They are Meeting notes, Agenda, Action items and Transcript. Transcript (shortened) means a long transcript was cut for drafting. If the meeting has none of these, a message says the draft will be thin. The draft uses public notes, not Private Notes. Agenda items hidden from the presentation can still feed the draft. Generating does not save notes, create action items or send anything.

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Set recipients and subject

1

Review To

To starts with the meeting participants’ email addresses. That can include staff and other guests, so check every address. At least one recipient is required, up to 50.
2

Add people

Type a name or email in Search people or type an email. Pick a match with the arrow keys and Enter or Tab, or type a full address. The search covers meeting participants, assigned staff and the company’s contacts.
3

Add CC (optional)

Open CC, up to 50 addresses. Click Quick add assigned staff names to add them. Remove a recipient with the x on its chip.
4

Edit the subject

It starts as Meeting Summary: [meeting title]. The limit is 500 characters.
These recipients only affect this email. The meeting’s invitation list does not change. If you edit To after generating, update the greeting yourself or regenerate.

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Add the summary to a PSA ticket (optional)

1

Turn on the ticket option

Switch on Add as note to [provider] ticket. It shows when a default PSA is set. The provider is your configured PSA, such as ConnectWise, Autotask, Halo or Syncro.
2

Search for the ticket

Type a ticket number or summary in Search Ticket. Results are limited to the meeting’s company and the tickets you can see.
3

Select the ticket

Check the number, title and company before you continue. If you turn the option on and pick no ticket, sending shows Please select a ticket to link or uncheck the link option.
The note is added after the email is sent. It is a public ticket note, so write for the client. Adding the note needs ticket-note permission, which is separate from meeting write access. The email sends even if the note fails. If No tickets found shows, check that the company’s tickets are synced from your default PSA.

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Send the email

1

Check the footer

The footer shows Sending from your MSPortal account and the recipient count, such as To 3, CC 1.
2

Click Send Email

There is no second review screen. Wait for the result. The email is sent from your MSP’s configured MSPortal sending address, not your personal mailbox.
Sending marks an open wrap-up complete. It does not change the meeting’s own status.

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Check the QBR follow-up

When Update the QBR log automatically is on, sending can start a QBR entry for the company and add new commitments as action items. A QBR sync to Autotask is separate. Email success does not mean any of these worked. Open the QBR log and the meeting’s action items to check. After sending from the wrap-up, the QBR Log tab opens. From the standalone page you return to the meeting page.

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Troubleshooting

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Frequently asked questions

No. On the standalone page you click Generate with AI and Send Email. The wrap-up’s summary step starts an AI draft on its own.
No. It replaces the editor content.
No. They come from the meeting participants and can include staff.
No. It only changes who gets this email.
No. Sending from a personal Microsoft 365 mailbox was retired. The email goes out from your MSP’s configured sending address.
No. It lists the sources only. Check the facts yourself.
No. It completes an open wrap-up, not the meeting status.