How to send the summary of meetings through email in Profit.co?

Category: General

Profit.co provides an option to send the summary of the meetings through email. 

Why this feature?

  • By sending the summary through the mail, we can share the meeting topics, tasks, ideas, and decisions that your organization has taken in the meeting.
  • We can also mail the summary to the other users in your organization who are not part of the meeting.

Step 1

Navigate to CFR → Meetings from the left menu and click on the meeting title.

You will be directed to the Meeting Overview menu. Click on the Send Summary.

Step 2

You will get the compose menu, where you can add other users from your organization, and you can change the mail subject. 

The meeting-related topics will be automatically added to the email content.

Note: If you select “Copy to me” your email address will also be added to the recipient's section.

Once done, click on Send.

summary_mail

Related Blog Post

To learn about the process of scheduling a meeting, click here.

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