Choose who gets the recap and what Lindy drafts after a recorded call.
Personal: these settings apply to your own recorded calls.
Steps
Open recording follow-up settingsOpen Routines, then Meeting recording. These settings apply after each recorded call.
Choose who gets the recapUnder Email recap to participants, choose who else gets the recap: no one, internal people only, or everyone on the call, client included. You always get your own recap.
Describe the next actionIn Follow up actions, say what happens next. Start simple: draft a follow-up email to the client.
Check the notes firstAfter the call, open the meeting. Check the names, decisions, and dates.
Ask for a focused follow-upOr use Chat with this meeting to draft the client follow-up, with owners and dates.Try typingDraft a client follow-up from this meeting. Include decisions, next steps, owners, and dates. Keep it ready for my review; do not send it.