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Your MSP can email you a recap of a meeting. It can describe the discussion, decisions and follow-up actions. This page is for company users who receive a summary. The sender can write the email or edit an AI draft.

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Before you start

  • Receiving the email does not give you portal access or make you a meeting participant. Your MSP manages your portal account.

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Review the recap

1

Open the email

Check the meeting title, date and company.
2

Check the details

Compare decisions, amounts, owners and due dates with what was agreed.
3

Ask for corrections

Reply through your usual support channel with the meeting and the correction. Keep the email for reference.
4

Open the meeting in the portal (optional)

If you have portal access, go to Calendar > Calendar Menu > List View or My Meetings. Click the … menu on the meeting and choose Open Meeting Page to read its public notes and action items.
The email and the meeting page are separate. The email does not prove every commitment was added to the action list.

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Follow up on an action

Use the owner and due date to agree the next step with your MSP. A recap does not approve a quote, pay an invoice, open a ticket or mark work complete. To open a support request, see How to open a ticket. If your MSP added the recap to a ticket as a note, continue the discussion on that ticket.

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Troubleshooting

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Frequently asked questions

In the email your MSP sent. With portal access you can also read the meeting’s public notes and actions.
No. Check each commitment and its status with the owner.
No. The wrap-up is an MSP staff workflow. Ask your MSP for what you need.