---
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 agenda items and next steps

# Meeting agenda items and next steps {#ariaid-title1}

Release version: Brazil  
Updated September 30, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
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.

Use agenda items to plan the topics for a touchpoint meeting and record how each one went. Use next steps to capture follow-ups after the meeting and track them until you link each one to a record or drop it. Records that you link to next steps appear as action items in the [Meeting recap](https://www.servicenow.com/docs/9P95F1LMooaRIdI~i0Btdw "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.").

Agenda items and next steps require the Meeting Scheduler Plus plugin \[com.sn_sch_plus\]. See [Plugins activated with Customer Success Management](https://www.servicenow.com/docs/ka1HLMaa0QD0O6GT3RtWYw "Activating Customer Success Management installs the following related plugins, if they aren't already active.").

Meeting agenda items and meeting next steps appear as related list items in the Related Items panel on the [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."). In the All menu, the Meeting Agenda Items and Meeting Next Steps modules open a list of each record type across all meetings.

To get started, see [Create a meeting agenda item](https://www.servicenow.com/docs/jmVSh61gmrhPAdKbytbsSw "Create an agenda item to track one topic on a meeting agenda, including its state, allotted time, presenter, and decision.") and [Capture a meeting next step](https://www.servicenow.com/docs/TafWHPLb0ri8AtNASfqR_g "Capture a follow-up from a meeting as a next step, so it's tracked until you convert it to a record or drop it."). For the roles that control access, see [Customer success management roles](https://www.servicenow.com/docs/NAVMs9t4970h0SCuZhxrtA "Roles added with Customer Success Management.").
* **[Create a meeting agenda item](https://www.servicenow.com/docs/jmVSh61gmrhPAdKbytbsSw)**   
  Create an agenda item to track one topic on a meeting agenda, including its state, allotted time, presenter, and decision.
* **[Capture a meeting next step](https://www.servicenow.com/docs/TafWHPLb0ri8AtNASfqR_g)**   
  Capture a follow-up from a meeting as a next step, so it's tracked until you convert it to a record or drop it.
* **[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.
* **[Drop a next step](https://www.servicenow.com/docs/FOcgQsVfvei4KKf81B3_aA)**   
  Drop a next step when the follow-up doesn't need any action, so it's closed without linking it to another record.

**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 recap](https://www.servicenow.com/docs/9P95F1LMooaRIdI~i0Btdw "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.")