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Documentation Index

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Capture What Was Said Without the Note-Taking

Post-Meeting Summary turns a recorded meeting into a structured recap. Once the notetaker bot has joined a meeting and the recording is processed, Reevo analyzes the full transcript along with related CRM context and produces a summary you can scan in seconds, covering the key discussion points, decisions, objections, and next steps. The summary is paired with a sentiment badge that reflects how the conversation went, and every claim in the summary is backed by citations that link to the exact moment in the recording. Hover a citation to preview the line that was said; click the timestamp to jump straight to that point in the playback.

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Prerequisites

  • The meeting must have been recorded by the Notetaker Bot
  • Recording must be enabled in Settings > Meetings (see Meetings & Bot Settings)
  • A transcript must have been successfully generated (see Managing Recordings)
  • You must have permission to view the meeting and its associated contacts and accounts

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What Reevo Uses to Generate the Summary

Post-Meeting Summary is built from the meeting recording plus the CRM context Reevo has about the people and the deal. At a high level, Reevo includes:
  • The full meeting transcript: every spoken line, with speaker identification
  • Account info: company name, industry, size, and recent activity
  • Related opportunities: stage, amount, and close date
  • Sales qualification signals: MEDDPICC fields such as identified pain points, economic buyers, and decision timelines
  • Attendee details: participant names and roles, mapped to the speakers in the transcript and classified as internal vs. external
  • Past meeting history: previous summaries with the same accounts and contacts so the recap reflects continuity
  • Past email communications: relevant email threads with the attendees
  • Open and in-progress tasks: action items tied to the opportunity
  • Pre-Meeting Prep: if you generated Pre-Meeting Prep for this meeting, it’s used as a baseline of what was expected going in
Reevo prioritizes what external participants, your prospects and customers, said over internal team commentary, so the summary reflects the buyer’s perspective.

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How To Access Post-Meeting Summary

  1. Open Past conversations from the left sidebar and click into a recorded meeting
  2. The meeting opens on the Summary tab by default
  3. Review the summary alongside the sentiment badge at the top, with the recording player on the right
  4. Switch to the Transcripts tab for the full conversation
Post-Meeting Summary tab with sentiment badge and recording

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Citations in Post-Meeting Summary

Every section of the summary cites the transcript lines that informed it, so you can trace any claim back to what was actually said. Citations appear as small numbered markers inline with the summary text.
  • Toggle citations. Use the citations button in the summary header, its tooltip reads Show citations or Hide citations depending on the current state.
  • Hover a citation. A popover labeled Source [#] opens. It shows the cited transcript line with:
    • A colored bar that identifies the speaker
    • The speaker’s name
    • The exact quoted text
    • A timestamp badge showing when the line was said
  • Click the timestamp badge to jump into the recording. The popover closes, Reevo switches to the Transcripts tab, the video player seeks to that exact moment, and the transcript scrolls to the cited line, letting you watch or read what was actually said in context.
Citation hover popover with Source [#] showing transcript snippets and timestamps
Transcripts tab with timestamped speaker lines and the recording player
This makes citations the fastest way to verify a summary, share an exact quote with a teammate, or pull a clip for a coaching review.

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Troubleshooting / FAQs

A summary is only generated once a recording is processed and a transcript is available. If your meeting wasn’t recorded, the notetaker bot didn’t join, or the transcript hasn’t finished processing, you won’t see a summary yet. Check the meeting recording status in Managing Recordings and confirm the Notetaker Bot was on the call.
The AI-generated summary is preserved as-is for traceability, but you can copy the content out and edit it elsewhere. For free-form notes tied to the meeting, use the meeting’s notes editor on the meeting detail page.
If the underlying transcript is updated or if you want a fresh pass, you can regenerate the summary from the meeting detail page. The new summary will replace the previous version.
Citations are generated against the structured transcript, so if a moment was inaudible, mis-transcribed, or attributed to the wrong speaker, the model may not cite it. You can still find the moment in the Transcripts tab by searching for keywords.
Yes. When Pre-Meeting Prep exists for the same meeting, Reevo includes it as context so the summary can reflect what was planned vs. what actually happened.
Reevo maps transcript speakers to known contacts and users where possible. If a speaker is misattributed, correcting the contact match in the meeting attendee list and regenerating the summary will improve accuracy on the next pass.
For deeper analysis of recorded calls, including objections, action items, outline, and sales methodology scoring, see Call Intelligence. To prepare for an upcoming meeting before it happens, see Pre-Meeting Prep.
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