--- sourceDocument: Australia Customer Success Management sourceDocumentLink: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events Release : - australia ft:locale : - en-US ft:publication_title : - Australia Customer Success Management ft:clusterId : - actle bundleId : - actle workflow : - Customer and Industry --- # Meeting recap # Meeting recap {#ariaid-title1} Release version: Australia Updated August 21, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Meeting recap The Meeting Recap feature in the Australia release provides a comprehensive summary and follow-up tools once a meeting is completed. Upon transitioning a meeting to the Completed state, the Meeting Recap section appears on the meeting page, highlighting AI-generated summaries, success tasks, and related records. A banner notifies users when post-meeting materials are ready for review. Show full answer Show less ## Meeting Recap Tabs * **Meeting Summary:** Shows an AI-generated overview including key discussion points, risks, issues, next steps, and recent account interactions to aid preparation for future conversations. Users can expand long summaries, view the full guide, refine the tone or length, and share the summary via a pre-populated email draft. * **Agenda:** Displays the pre-meeting agenda exactly as set, sourced from the Agenda field on the meeting record. * **Prep Brief:** Contains the pre-meeting preparation guide with the meeting objective, previous meeting recap, and generation timestamp, consistent with the Meeting preparation brief page content. ## Success Tasks This list shows tasks linked to the meeting, enabling automatic generation of draft task descriptions using AI. Users can toggle to view AI-drafted tasks, add multiple draft tasks simultaneously, or manually create new tasks. Tasks can be edited, deleted, and users can navigate to detailed meeting information. ## Related Records This section catalogs all records associated with the meeting, organized by type: * **Trigger Records:** Records that initiated the meeting creation. * **Reference Records:** Items referenced during the meeting, such as risk signals or incidents. * **Action Item Records:** Records created as follow-up actions, like success plays. Users can add new associated records or view existing ones directly from the Meeting Recap. 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 pre-populated with the guide content. {#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/n99ae0iw7ab9A4soG8f_NQ "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. ## 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. Select Add record to associate an additional record with the meeting. Select View record to open a listed record. **Related concepts** * [Meeting page](https://www.servicenow.com/docs/zYHYzs9SJV7lCS42kJYezw "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/n99ae0iw7ab9A4soG8f_NQ "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.") **Related topics** * [Use touchpoint meeting skills](https://www.servicenow.com/docs/access?context=now-assist-tmt-meeting-skills&version=australia&pubname=australia-telecom-media-technology&ft:locale=en-US)