A Meeting Recap is an AI content section that summarizes the key outcomes of a meeting with your client. AI writes it from your calls, notes and documents, you review and refine the draft, and then you add it to the Room as a text section.
Prerequisites & Requirements
Device: a Meeting Recap can be generated on desktop only. AI content sections are not supported on mobile.
Plans and permissions: see Prerequisites & Requirements in AI-Generated Content.
How do I create a Meeting Recap?
To create a Meeting Recap:
In your Room, click Add Section (+), open the AI sections tab and click Meeting Recap. A drawer opens.
Add your sources: free text, PDF files, Library files or Gong recordings. The limits for each source are listed in AI-Generated Content.
Set Client Type and Length.
Click Generate, review the draft, and click Refine if you want changes.
Click Add to room.
Which sources and settings work best for a Meeting Recap?
A Meeting Recap is strongest when it is built from the meeting itself. We recommend adding the Gong recording of the meeting together with your own notes from it.
After you add the Meeting Recap
After it is added, the Meeting Recap is a regular text section. You can edit it in the Room like any other section, and you can save it in a Template for future deals. It is no longer connected to the generator, so to regenerate it, create a new Meeting Recap.
Limitations
Behavior of the drawer, including what happens if you refresh the page, is listed under Limitations in AI-Generated Content.
Troubleshooting & FAQ
Will my client see the Meeting Recap before I add it to the Room?
No. Your client sees the Meeting Recap only after you click Add to room, and never sees the generator or your sources.
Can I create a Meeting Recap on my phone?
No. AI content sections, including Meeting Recap, are not supported on mobile. Generate the Meeting Recap on desktop.