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Audience: Company users receiving a meeting summary from their MSP. Your MSP can send a recap of a company meeting by email. It may describe discussion, decisions and follow-up actions. The sender can write the content or edit an AI-generated draft.

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Review the recap

  1. Open the summary email and check the meeting title, date and company.
  2. Review decisions, amounts, owners and due dates against what was agreed.
  3. Ask your MSP to correct anything inaccurate or missing through your usual support channel. Keep the email for reference.
  4. If you have portal access, open the meeting through Calendar > List View or My Meetings and choose … > Open Meeting Page to review its accessible notes and actions.
The email and meeting workspace are separate. Receiving a summary does not grant portal access, make you a meeting participant, or prove that every commitment has been added to the action list. Your MSP manages those details.

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Follow up on an action

Use the named owner and due date to clarify the next step with your MSP. A written recap does not itself approve a quote, pay an invoice, create a support ticket, or mark work complete. If you need a new support request, follow How to open a ticket, starting with the Home AI assistant. If your MSP has added the recap as a ticket note, use the accessible ticket to continue that discussion.

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If the summary is missing

Ask your MSP to confirm the destination address and whether the email was sent. A summary is a separate action; ending a presentation or marking the meeting Completed does not by itself mean one was sent. Company administrators do not manage MSP sending configuration or other users’ portal permissions.

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Frequently asked questions

Read the email sent by your MSP. With portal access, you can separately review accessible meeting notes and actions in the full meeting workspace.
No. Your MSP manages your portal account and access to the meeting and linked records.
No. Review each commitment and its status with the responsible person. A recap is not proof of completion.
No. Those are separate workflows. To request support, start with the Home AI assistant and follow the ticket-opening guide.
Ask your MSP through your usual support channel, identifying the meeting and the correction. Editing a portal note does not rewrite an email already sent.
Ask your MSP to check whether it was sent and which address was used. Meeting completion and ending a presentation do not automatically prove a summary was sent.
The post-meeting wrap-up is an MSP staff workflow. Ask your MSP for the information you need rather than assuming the summary grants access to its internal source material.