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The Post Meeting Summary Email

After running a meeting in Bloom Growth, the system automatically generates a post-meeting summary email. This summary helps attendees stay aligned by providing a record of what was discussed and what actions need to be taken.

What’s Included in the Post-Meeting Summary Email?

The email summary provides a snapshot of key meeting details, including:

  • ✅ Completed To-Dos
  • ✅ Resolved Issues
  • ✅ People Headlines
  • ✅ Meeting rating (if attendees rated the meeting)
  • ✅ To-Do completion percentage
  • ✅ Total meeting time

You can also choose whether to include full details for Headlines, Issues, and To-Dos or just their titles.

How to Ensure the Summary Is Sent

When moving to the Wrap-up section in the Meeting, the system will prompt you to select who should receive the summary. You have three options:

1️⃣ None – No summary will be sent.
2️⃣ Send to all attendees – Everyone in the meeting receives the summary. (Recommended)
3️⃣ Send to attendees who rated the meeting – Only those who provided a rating will receive it.

Why You Should Always Select “Send to All Attendees”

🔹 Once the summary is sent, it cannot be resent later. If someone misses the email, they will need to manually access the summary from the Meeting Minutes or Documents section. See this article for instructions: 

How to Customize Summary Details

By default, the summary email includes the full details of Headlines, Issues, and To-Dos. However, you can adjust this setting:

  • ✔ Checked: The summary will include detailed descriptions of Headlines, Issues, and To-Dos.
  • ❌ Unchecked: The summary will only display the title of each item, with a link to view more details in the archives.

This setting remains the same for future meetings unless manually changed.

Final Notes

The post-meeting summary email is a valuable tool to keep your team aligned. Selecting "Send to All Attendees" is the best way to ensure no one misses important updates. If someone does not receive the email, they can retrieve it using the steps in "How to Access Past Meeting Summaries"