Share Summary with Attendees

This workflow standardizes post-call sharing so follow-ups are fast and traceable.

Prerequisites

• Meeting summary generated in web app
• Recipient list verified (internal + external)
• Action items reviewed for owner and due date accuracy

Steps

1. Open the target meeting in Meeting Summaries.
2. Review General and Action Items sections for factual accuracy.
3. Remove internal-only notes before external share.
4. Use share action and choose recipient emails.
5. Edit subject/body template and include explicit next-step commitments.
6. Send and capture confirmation in deal/account notes.

Acceptance Criteria

• All action items have owner + due date
• Recipients receive summary with no access errors
• Sensitive internal notes are excluded
• Follow-up message aligns with CRM next-step fields

Failure Modes and Recovery

• Recipient cannot access: resend using allowed domain or internal relay.
• Incorrect attendee list: revoke share and resend corrected version.
• Missing action-item owners: assign owners first, then re-share.