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MeetSmara

After the meeting

Share and follow up

Push summaries to Slack and docs, create tasks, log CRM, and draft a follow-up email.

Each post-meeting tab has a Share (or Create tasks) menu once the matching connector is linked in Settings → Integrations.

Documents and chat apps

Send the summary or notes to:

  • Slack (channel or thread)
  • Microsoft Teams
  • Notion, Confluence, OneNote, Google Docs

Pick a destination the first time; MeetSmara remembers it. Use Send test on the connector page if you are unsure the destination is right.

Tasks

From Action Items, select rows and Create tasks in Linear, Asana, ClickUp, Jira, and similar tools. Review titles and assignees before you confirm.

CRM

Log to CRM (HubSpot, Pipedrive, Salesforce — depending on plan) matches attendees by email when it can. If nobody matches, pick the record yourself.

Follow-up email

Draft follow-up opens a message you can copy into your mail client. It is grounded in this meeting’s summary and actions — edit before you send.