Overview
Whenever Notetaker finishes summarising one of your meetings, SourceWhale now emails the recap straight to you. The email captures the meeting details, an overview of what was discussed, and a snapshot of action items grouped by who's responsible.
This is available to all SourceWhale users with an active Notetaker licence - this is switched on by default for new Notetaker users.
How it works
1. Notetaker joins and records your meeting as usual.
2. Once the call ends and the meeting summary is generated, SourceWhale automatically sends a recap email to every attendee who is a SourceWhale user with an active Notetaker licence.
3. Open the email to see the meeting title, date and time, an overview, and the action items.
4. Click View in SourceWhale or View all action items to jump back into the full meeting record.
Managing your preferences
1. Go to Profile > Notifications.
2. Toggle 'Send me a summary of Notetaker meetings' off if you no longer want to receive these emails.
3. The setting is only visible if you have an active Notetaker licence, and is on by default for new users.
FAQs
Do I need to do anything to start receiving these emails?
No. If you have an active Notetaker licence, the setting is on by default - you'll start getting emails after your next Notetaker meeting completes.
Who receives the email for a given meeting?
Every attendee on the meeting who is a SourceWhale user, has an active Notetaker licence, and has the setting turned on. External guests and SourceWhale users without a Notetaker licence won't receive it.
When does the email arrive?
As soon as the meeting summary has finished generating after the call ends.
Why is the action items list shorter than what I see in SourceWhale?
We trim the email to keep it readable - you'll see up to 5 of your own action items and 1 per other attendee. Click View all action items in the email to see the full list in SourceWhale.