How to Customize TeamsMaestro Meeting Notes Recipients

TeamsMaestro automatically sends meeting notes with key takeaways, detailed summaries, and action items to all participants after every call. However, you may occasionally want to control who receives these notes based on your workflow. For reasons like privacy, relevance, or personal preference, TeamsMaestro makes it simple to customize the recipients of your meeting notes, giving you complete control over your follow-up communication.

Here’s a step-by-step guide on how to tailor the meeting note recipients to suit your needs:

Step 1: Access settings

• Open the TeamsMaestro dashboard in Microsoft Teams.

• Click on the Settings icon in the upper-right corner.

Step 2: Go to the "Meeting Notes" tab

• In the Settings menu, click on the “Meeting Notes” tab to access the customization options.

Step 3: Choose your recipients

You’ll now see a few options to control who receives the meeting notes. Select one of the following:

• All Participants: Meeting notes will be sent to all participants in the meeting.

• Only Internal: Only members of your organization will receive the meeting notes.

• Only Me: The meeting notes will only be sent to you.

• No One: No meeting notes will be generated or sent to anyone.

Step 4: Save your settings

• Once you’ve selected your preferred option, don’t forget to click “Save” to apply your settings. This will ensure your preferences are used for future meetings.

Final thoughts

Customizing who receives your TeamsMaestro meeting notes helps streamline communication and ensures that only the necessary participants receive the meeting summaries. Whether you're managing internal meetings or controlling the flow of information, these settings give you full control over how meeting notes are shared.

FAQs on customizing TeamsMaestro meeting notes recipients

Can I change the recipients after the meeting has ended?
Yes, you can adjust the recipients for future meetings, but once a meeting has ended and the notes have been sent, you cannot retroactively change the recipients for that session.

Will my meeting notes be sent via email if I choose "No One"?

No, selecting the "No One" option means the meeting notes won’t be emailed to anyone, including you. However, the AI summary will still be generated and can be accessed in your TeamsMaestro dashboard under the “Completed” tab.

Can I customize the recipients for each individual meeting?
Currently, TeamsMaestro applies the selected setting to all meetings, but you can change it at any time before the next meeting.

What happens if I forget to click “Save” after changing the settings?
If you don't click “Save,” the settings you selected will not be applied. Be sure to save your changes for them to take effect in future meetings.

Can I select multiple options at once?
No, you can only select one option at a time (e.g., "All Participants," "Only Internal," etc.).