Review and share the post-meeting summary
After a meeting with the Transcriber active, In Parallel processes the recording, extracts structured observations, and generates a Meeting summary. The summary is editable — you can adjust any section before approving it. Observations become proposals — decisions, actions, and risks the system has identified. Reviewing and confirming these proposals is what updates the Living Execution Plan. For most meetings this happens automatically. The review flow described below applies when In Parallel routes the summary to you for approval first.
Before you start
As of 2026-02-26, routine meetings send the post-meeting summary automatically — no review task is created. The steps below apply to meetings where In Parallel does route a review task to you.
You must be the meeting organizer. In Parallel routes the review task to the meeting organizer.
The Transcriber must have been active during the meeting.
Control who receives meeting notes
You can configure whether and how post-meeting notes are delivered — both for meetings you organize and meetings you participate in. Open Settings → Notifications to find the Delivery preferences panel.
Meetings I organize:
Meeting notes toggle — turn delivery on or off entirely.
Recipients — choose who receives notes automatically: Only me, Internal participants, or All meeting participants.
Delivery method — select how notes are delivered (currently Email).
Meetings I participate in:
Deliver to myself toggle — opt in or out of receiving notes from meetings you attend.
Delivery method — select your preferred delivery channel (currently Email).
Note: These settings are personal — they apply to your account only. Other participants control their own delivery preferences independently. If you're the organizer and turn delivery off, participants who have opted in will still receive their copy.
Review and share the post-meeting summary
After the meeting ends, In Parallel prepares an AI-generated summary and waits for your review before sending it to participants.
1. Open the review task
You'll receive an email from In Parallel with the subject "Wrap up your meeting: [Meeting Name]". Click Review next steps → to go to your Personal Dashboard, where the task appears under Due Today as [Meeting Name] · Share meeting insights.
You can also navigate directly to your Personal Dashboard and find the task there.
2. Review the meeting summary
Click View → on the task to open the meeting summary in the AI chat. In Parallel presents the key decisions, progress updates, and next steps captured from the meeting.
Read through the summary. If something is missing or stated incorrectly, edit it directly — the summary is editable inline. Make your changes and they'll be reflected in what gets sent.
3. Preview and adjust the summary email
Once you're satisfied with the summary, In Parallel shows an Email Preview panel. The email includes the meeting title, date, participants, and the full summary.
Before sending, you can edit the recipient list in the To field to add or remove participants.
4. Send the summary
Confirm the recipients and send. Participants receive the summary by email and can also access it in In Parallel by clicking the meeting under Past Meetings in their scope.
Note: Once sent, the summary becomes the permanent record for that meeting. If you need to correct something after sending, do it through the meeting view in In Parallel — not by editing the email.
What's next