---
sourceDocument: Brazil Customer Success Management
sourceDocumentLink: https://www.servicenow.com/docs/r/acct-lifecycle-events

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Meeting recap

# Meeting recap {#ariaid-title1}

Release version: Brazil  
Updated October 1, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
When a meeting is completed, the meeting page displays a recap of the meeting, including an AI-generated summary, success tasks, and records associated with the meeting.

When a meeting transitions to Completed state, the meeting page displays the Meeting Recap section. A banner indicates when post-meeting materials are ready for review.

## Meeting Recap tabs {#account-lifecycle-meeting-post__section_meeting_recap_tabs}

The Meeting Recap section contains three tabs.

Meeting Summary
:   Displays the AI-generated summary of the completed meeting. It includes an overview of the meeting, a brief summary, risks, issues, and next steps. It provides a summary of recent account interactions and key discussion topics
    to help you prepare for the conversation. The guide content is stored in the Post meeting review field in the Meeting table.You can do the following:

    * If the summary is long, select Show more to expand it. Select View to open the full guide.
    * To edit the guide, select Refine to modify tone, length, and audience.
    * To share the guide by email, select Draft email. An email composer opens with the summary content, a subject line, and opening and closing lines. The email is addressed to the first meeting participant other than you. If there are no other participants, the email is addressed to you, and you add the recipients.
    {#account-lifecycle-meeting-post__ul_uqn_3zp_3kc}

Agenda
:   Displays the meeting agenda as it was set before the meeting. The agenda content is read from the Agenda field on the meeting record.

Prep Brief
:   Displays the meeting preparation guide that was generated before the meeting. The brief includes the meeting objective, a recap of the last meeting, and the timestamp when it was generated. This is the same guide that was
    available on the Meeting prep guide tab in the [Meeting preparation brief](https://www.servicenow.com/docs/gnFZiZvVuHN0sOxkRmxFvQ "When a meeting is in Draft or Scheduled state, the meeting page displays the preparation brief to help customer success managers prepare for the conversation.") page.

## Success Tasks {#account-lifecycle-meeting-post__section_success_tasks}

The Success tasks list displays tasks associated with the meeting.You can generate draft task descriptions automatically using the next step task description skill. Use the Show AI draft tasks toggle to view
AI-drafted tasks that have not yet been added. Select one or more draft tasks and Add AI drafts to add all drafted tasks at once, or select New to create a task manually. You can
Edit or Delete a task and select the to navigate to the Meeting details page.

After you delete a task, a banner with Undo appears at the top of the page. Select Undo to restore the task. If the task can't be deleted, an error banner
appears.

## Related Record {#account-lifecycle-meeting-post__section_related_record}

The Related Record section lists records associated with the meeting. Records are stored in the Meeting Applicable Records table. Use the filter tabs to view records by association type.

Trigger
:   Records that triggered the creation of the meeting.

Reference
:   Records referenced during the meeting, such as risk signals or incidents.

Action Item

:   Records created as action items from the meeting, such as success plays. Records that you link when you convert a meeting next step also appear here. See [Convert a next step to an associated record](https://www.servicenow.com/docs/WsnWLAYX9zbhk~PEwk1Vxg "Convert a next step by linking it to the record that addresses the follow-up, so the record appears as an action item of the meeting.").

Select Add record to associate an additional record with the meeting. Select View record to open a listed record.

After you remove a record from the meeting, a banner with Undo appears. Select Undo to restore the record. If you dismiss a recommended record, a banner with
Undo also appears. If the removed record has no association type, the banner has no Undo option.
**Related concepts**   

* [Meeting page](https://www.servicenow.com/docs/G1aPJdrp2L443SUMLI0SUA "The meeting page is a structured workspace for preparing and following up on touchpoint meetings. It displays pre-meeting or post-meeting content depending on the meeting state.")
* [Meeting preparation brief](https://www.servicenow.com/docs/gnFZiZvVuHN0sOxkRmxFvQ "When a meeting is in Draft or Scheduled state, the meeting page displays the preparation brief to help customer success managers prepare for the conversation.")
* [Meeting agenda items and next steps](https://www.servicenow.com/docs/eqmGyy0DfDN2vHyDsnXdxg "Record each topic on a touchpoint meeting agenda and each follow-up as its own record, so you can see what the meeting covered and what is still open.")  
**Related tasks**   

* [Use touchpoint meeting skills in ServiceNow Otto for Telecommunications, Media, and Technology (TMT)](https://www.servicenow.com/docs/zjvh6qoQQefbz9lHfobLcw "Use ServiceNow Otto for TMT skills to generate a meeting preparation guide and AI-generated participant insights for touchpoint meetings in the CRM Workspace.")