CoAgentorPost-Meeting Summaries
When post-meeting summaries are enabled on an agent, CoAgentor sends a summary after every meeting where that agent was active. The summary contains the full event log — a record of every trigger that fired, the transcript context, and the agent's response.
Enabling summaries
Open the agent in the Agent Builder and scroll to the Post-Meeting Summary section. Toggle it on, then choose your delivery channel.
XXX SCREENSHOT: The Post-Meeting Summary section at the bottom of the Agent Form, showing the toggle in the ON position and the delivery channel selector below it
Delivery channels
| Channel | What you receive | |---|---| | Email | A formatted HTML email summarising the meeting | | Dashboard | The summary is available in the meeting detail view (always available, regardless of this setting) | | Slack | A message sent to your configured Slack destination (DM or channel) | | Microsoft Teams | A message sent to your configured Teams destination (DM or channel) |
You must have the relevant integration connected to use Slack or Teams delivery.
→ Connect Slack → → Connect Microsoft Teams →
What's in a summary
A post-meeting summary includes:
- Meeting metadata: date, time, duration, platform, and agent used
- A chronological list of all trigger events with labels, timestamps, transcript context snippets, and agent responses
- Total event count
XXX SCREENSHOT: An example post-meeting summary email showing the formatted header, meeting metadata, and a bulleted list of trigger events with their context and responses
Summary delivery timing
Summaries are sent within a few minutes of the meeting ending. If you haven't received a summary after 10 minutes, check:
- That post-meeting summaries are enabled on the agent (Edit agent →)
- That the delivery channel is correctly configured
- For email: check your spam folder
Slack and Teams summaries
If you route summaries to Slack or Teams, the message is formatted for the platform — with clear sections for each trigger event. The bot will post as the CoAgentor integration.
→ Slack connection guide → → Teams connection guide →
One summary per agent per meeting
Each agent produces one summary per meeting. If you have two agents running in the same meeting, you'll receive two separate summaries — one per agent.