How do I view my meeting summary?

Answer

Go to Conversations in the left sidebar and click on any conversation to view its AI-generated meeting summary. The summary appears on the Meeting Summary tab by default.

Steps

1. Click Conversations in the left sidebar
2. Click on the conversation you want to view
3. The Meeting Summary tab is selected by default, showing the AI-generated summary
4. Scroll down to see the full summary including Quick Summary, Meeting Overview, and other sections

Copying the summary

At the top of the summary, you'll see two copy buttons:

• Copy Plain — copies as plain text
• Copy Formatted — copies with formatting (bold, bullets, etc.)

Good to know

• The summary sections vary by meeting type. Client meetings show financial facts, goals, and insurance details. Self-dictation meetings show a general discussion summary.
• You can customize which summary sections appear in Settings > AI customization > Conversation summaries.
• You can also access a conversation directly from the Today page by clicking "View conversation" on any recorded meeting.

Related articles

• How do I customize my meeting summaries?
• How do I download a PDF of a conversation?
• How do I push a meeting summary to my CRM?