Who can do this: All users who can see the meeting
Share the summary in Kaizan
Open the meeting and go to the Meeting Overview tab.
Optional: select the summary text and edit it.
Select Share and choose one or more colleagues.
Result: Your colleagues get a notification in Kaizan and one shared email.
To use the summary somewhere else, select Copy.
Choose what the summary email contains
Kaizan emails you a summary after each meeting. To change it:
Open the profile menu and select My Profile.
Go to the Sync & Notifications tab.
Turn Post-meeting email on or off.
Choose the sections: Key points, Key themes, Action items, Objections and Key moments.
Result: Your next summary email shows only the sections you chose.
Note: The summary email has a link to draft the follow-up email in Kaizan. If a second Kaizan AI recorded more of the call, you get an Updated meeting summary email.
Summaries in Slack or Microsoft Teams
If your folder is linked to a Slack or Teams channel, Kaizan can post the summary there. See Connect Slack or Microsoft Teams.