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How to send a summary email
How to send a summary email

The ideal way to debrief to a meeting is to send a summary email. Attach action, meeting notes and personal message.

Written by Andrew Jordon
Updated over a week ago

It's best practice to send a summary email for meeting attendees recapping the discussion with meeting notes and agreed next steps.

Connect4 makes this super easy.

Step 1: Head over the summary email tab

When a meeting has ended, the captain/editor (ie meeting host) is navigated to a screen similar to below. The Summary email tab is on the right-hand side.

If you’re returning to your notes a little while after your meeting, the screen above can be accessed via the History tab.

Just choose the meeting that you would like to send a summary email regarding and click the Edit link.

Step 2: Choose who to notify

By default, summary emails go to everyone who is a member of the pod.

However, you can easily choose to only notify certain people if you wish. Just add/remove people via the drop-down.

Step 3: Write a personal message

You’ll see three options which are checked by default:

  • Include meeting notes in full. The notes you’ve added to the Meeting notes tab.

  • Include outstanding actions. Every action that has not been completed yet.

  • Include a personal message.

It’s normally nice to include a short personal message that is perhaps a little less formally written than your meeting notes.

Step 4: Choose any additional email addresses to notify

In addition the individual pod members, you can set additional email addresses in the box below.

This can be especially handy for forwarding a particular message into a project/practice management system or CRM.

Step 5: Hit Send!

All that’s left to do is hit the send button at the bottom of the page.

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