Get notified the moment your meeting summary is ready

When a recorded meeting finishes being analyzed, authorized users now receive an in-app notification and an email — with a direct link to the Meeting Details page — so follow-up can start while the conversation is still fresh.
Following up is fast and easy
When a sales rep or team member finishes a recorded meeting, they want to be notified as soon as the AI summary and transcript are ready, so they can review action items and follow up with the client or their team while the conversation is top of mind.
As soon as AI analysis completes, every authorized user on the meeting automatically receives an in-app notification in the notification center and an email at their registered address. Both include the meeting title and a direct link to the Meeting Details page, where the summary, transcript, action items, and sales coaching insights can be reviewed. Notifications are enabled by default; no setup is required.
Why it matters
Following up with a prospect or customer shortly after a meeting communicates that you listened, your business is organized and professional, and the customer is a priority. Providing this positive customer experience after a meeting can help close new deals and strengthen existing relationships, while delayed, disorganized follow up can negatively impact the outcome of even the most promising meeting.
This update helps your team follow up as soon as possible. Before, sales reps and account managers had to manually refresh the "Recordings" tab in "My Meetings" to check whether the summary was ready. Analysis can take a few minutes to complete, so most people just walked away and came back later, delaying follow up.
With meeting summary ready notifications, the moment the AI is done, you know. That means action items go out, follow-up emails get drafted, and coaching conversations can happen while the meeting is still top of mind.
Who it's for
Sales reps following up on prospect calls while the context is fresh
Account managers and service providers turning client conversations into next steps
Sales managers reviewing AI-generated coaching insights across their team
How to get started
Conversation intelligence features (meeting recording, AI summaries, sales coaching, and conversation scoring) are available with CRM AI Pro.
Notifications are enabled by default for every authorized user on a meeting, including the host, creator, and invited team members. External participants (clients, prospects) do not receive notifications.
To manage your preferences:
In Business App or Partner Center, go to Notification Settings > Meeting Summary Ready.
Check or uncheck "App" and "Email" to choose how you want to be notified.
Select "Save."
Learn more
FAQs
Who receives the notification?
Only authorized users on the meeting — the host, creator, or users added as authorized. External participants do not receive notifications.
Can I turn these notifications off?
Yes. Go to Notification Settings > Meeting Summary Ready > uncheck "App" and "Email."
How long after the meeting does the notification arrive?
Notifications are sent as soon as the AI analysis completes. This typically takes a few minutes after the meeting recording ends, depending on the length of the meeting.
What if the analysis fails?
No notification is sent if analysis fails. You can check the status of your meetings from the "Recordings" tab in "My Meetings."