Meeting Recap Emails
Learn what items are included in each meeting's recap email.
Table of Contents
Learn what items are included in each meeting's recap email. These are sent automatically to team members when the meeting is done.
The meeting recap email is sent to all current team members listed in the ratings section after each meeting. This can be stopped by unchecking "send recap email" on the Conclude page.
Remember: you can edit the notes and the ratings after a meeting by clicking on the pencil icon under the meeting details. Don't forget to press the check mark to save!
Level 10 Meeting™
- To-Dos Created: Any to-dos created during the meeting.
- Solved Issues: Any issues marked as done during the meeting.
- Headlines: Marked as done (aka 'discussed') during the meeting.
- Cascading Messages: Created during the meeting.
- Notes: Recorded during the meeting or added/edited after.
Quarterly
All the above, plus:
- Rocks Created: Any Rocks created during the meeting.
Annual
All the above. Just remember, an Annual Session is two meetings for the leadership team. When you complete Day 1, no email is sent. When Day 2 is completed, the recap will include details from both days.
Are you curious about any Best Practices related to meetings? See the tips we share here, and let us know your questions.