Notifications
Meeting Assistant posts to Slack and sends an email brief. Slack cards go to the principal's meeting channel when the principal is the only person from your agency on a call with outside guests, or when the meeting is a private one-to-one between the principal and a teammate. Every other meeting goes to the team meeting channel. The same briefs and reports are on the Meetings page.
Pre-Meeting Brief
When: About 45 minutes before each eligible meeting, or when you choose Request Brief on the Meetings page.
What it contains:
- Attendees with CRM context, and a join link
- A short summary
- Relationship sections: Prior Interactions and Deal Context
- Meeting Objectives, Key Questions to Ask, Talking Points to Land and Items to Confirm
- Background Context, a Company Snapshot and Attendee Profiles
Action required: None. Read it before the call.
Pre-Meeting Brief Email
When: At the same time as the Slack brief, because brief delivery is set to both by default.
What it contains: The same brief, sent to every person from your agency on the invite who has meeting prep notifications turned on. It goes to your own team, not to clients, and it is sent without asking you first.
Action required: None. Turn meeting prep notifications off in your personal settings if you do not want it.
Post-Meeting Report
When: After the meeting, once a transcript is ready in your connected meeting service.
What it contains:
- A short summary and a meeting narrative
- Key Decisions, Items to Confirm and Next Steps
- CRM Proposals
- Follow-Up Drafts: each recipient and subject, marked awaiting your approval until you approve it on the approval card (nothing is in Gmail before then)
- Action Items as checkboxes, up to 10. A long item wraps onto a second line under its checkbox; one too long for both lines is also written out in full above the checkboxes
Action required: Tick the action items you want created as tasks. Leave the others.
Follow-Up Draft Approval Card
When: After a report, when follow-up drafts were generated. It goes to the principal's private Slack messages, only for meetings where the principal is the only person from your agency on the call with outside guests, and only when a mailbox is connected. The report card still posts either way.
What it contains:
- Each draft in full, with recipient and subject. Only a draft longer than Slack can show in one message is cut, at a line break, with a note that the rest is in the draft
- Approve and Redraft buttons, with Reject and Dismiss in the overflow menu
- After approval, an Open Draft link
Action required: Approve writes the draft to Gmail Drafts, and you send it from Gmail. Redraft asks for a new version. Nothing is sent to a client by the assistant.
What Is Not Posted
Meeting Assistant does not post a notice when a transcript is missing. It does not post a notice when a draft fails the brand check; with Enforce on, that draft is left off the card and shows as Needs Edits on the Meetings page with the reason.