After every meeting, Kaizan will automatically generate a summary for you if the Meeting Assistant is present on the call.
To share this within the app, hit the green button in the top right - this will send a notification with the summary to your colleague - or you can copy it to your clipboard by clicking the yellow button in the top right.
To tweak the summary, you can simply click and edit.
If you want to receive this summary straight to your inbox, hit the "Welcome [Your Name]" button in the top right of the app. Once in "My Profile", hit the "Notifications" tab.
Here, you can toggle notifications ON/OFF for:
Post-meeting emails
Daily prep emails
Weekly summary emails (for accounts you are a client owner of)
If you have notifications toggled ON, you will receive emails like below:
You can forward these directly to clients, but remember to remove any Objections, Risks, and Questions Asked from the bottom of the summary!
You can also share a Public Video link with external parties/clients. Non-Kaizan users are unable to access the platform or any insights, but you share public video links by:
Heading to a Meeting Overview page.
In the top right, hit the red "Make Public" toggle to green.
Then, hit the yellow "Copy Video URL".
Now, you can paste the URL and share with anyone.
