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.