The Post Meeting Email Summary

Important Meeting Summary Information

Meeting summaries generated after January, 15th, 2021 can be found in the Meeting Minutes.
If a meeting has been running for more than 15 minutes, the system will automatically send the meeting summary to all attendees, archive the completed to-dos, and archive the headlines. However, for meetings running less than 15 minutes, the system will not send the summary, archive completed to-dos, or archive headlines, as these are considered preview sessions. Users who wish to receive the summary for meetings under 15 minutes can manually select "Send the meeting summary to all attendees.

A post-Weekly Meeting email summary will help your attendees recall what transpired during your meeting. The summary email includes:

  • The number of Issues solved, the aggregate team To-do completion %, the average user rating, and how long the meeting lasted in minutes, all at the top of the summary.
  • The remaining portion includes the team's outstanding To-dos, Issues solved with notes, and People Headlines with notes.

Steps to ensure the summary is sent

  1. Click Meetings in the top menu bar
  2. Click Go to Meeting
  3. Before clicking the 'Start Meeting as Leader' button, make sure to check all attendees, even if they are not in attendance. If a box is left unchecked, you won't have the option to send the meeting summary to that attendee later on, even if you select the option to send the summary to all attendees
  4. At the Wrap-up page of the meeting, the Send e-mail summary dropdown will allow you to send to:
  • No one
  • To all attendees
  • To all who rated the meeting

  Troubleshooting tips if you are not receiving your email summary

  • Be sure that your email server has allowed the following address and/or domain:
  • At the bottom of the Wrap-up section of your meeting, uncheck the Try the new Email Summary Format


The post Email Summary can be found in the Docs section: 

  • Click Docs at the black banner on the top of your screen. 
  • Click the Bloom Growth Documents folder. 
  • Click the Meetings folder
  • Click the meeting’s name folder. (If you have multiple meetings, you can use CTRL+F or CMD+F to search for the right one) 
  • Click on the Meeting Summaries folder. 
  • Click the summary you want to retrieve.
  • The summary will open in a new tab. If you want to download or print it you can either right-click and select print, or you can use CTRL+P or CMD+P to get a PDF. 
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