Unlike the transcript, which is ready as soon as a meeting finishes processing, the Summary isn't created automatically — you have to generate it yourself.
Generating the summary
Scroll to the bottom of the meeting page and click Generate summary.
Tip: For a more accurate summary, fix speaker names in the Transcript first — see Reviewing a Meeting's Transcript. Otherwise, the summary will refer to people as "Speaker A," "Speaker B," and so on instead of by name.
What's included
Once generated, the Summary shows:
TL;DR — a short paragraph recapping the whole meeting.
Key Points — the main things that were discussed.
Action Items — follow-ups pulled directly from the conversation.
Topics — quick tags summarizing what was covered.
Regenerating
If something in the summary looks off — or you've gone back and fixed speaker names after the fact — click Regenerate to have AdvantaCRM reprocess it.