®Meeting Intelligence
The Meeting Agent records and transcribes meetings, writes an internal post-call report for your team, and prepares a client-friendly recap you can email or share with a private link.
What Meeting Intelligence is for
When the Meeting Agent joins a meeting, three things come out of it:
| Output | Audience | What it contains |
|---|---|---|
| Recording & transcript | Your team | Full video and a speaker-labeled transcript |
| Post-call report | Your team | Score, playbook adherence, objections, key moments, commitments, coaching notes |
| Client recap | Your client | A clean summary of what was discussed, action items for each side, and next steps |
The post-call report is internal — it never leaves your login. The client recap is written for your client to read, and nothing from the internal report (scores, objections, coaching) ever appears in it.
Turn it on
Open Settings > Meeting Agent and enable the Meeting Agent with Recording and Transcription. Meetings booked through Superpractice are joined automatically; enable Join External Meetings to cover imported Google or Outlook calendar meetings too.
Reports generate automatically a few minutes after each recorded meeting ends. Meetings under roughly three minutes of conversation are not analyzed.
The post-call report
Open any recorded meeting from Meeting Agent and click Open full report. Scored meetings show rubric breakdowns and playbook adherence; existing-client and other non-sales meetings get a lighter report without a score.
Use Export .md (top right, next to Transcript) to download the full report and transcript as one markdown file — useful for pasting into an AI assistant as context for follow-up drafting or analysis.
Client recaps
Every analyzed meeting also gets a client-facing recap page: meeting overview, discussion topics with timestamps, action items split into what your firm will do and what the client will do, next steps, and — when you allow it — the transcript and recording playback.
The page carries your firm's branding and lives at a private link that only works for people who have it. Links never expire, and you can kill one at any time.
Emailing recaps automatically
Turn on Email Client Recaps in Settings > Meeting Agent. After each analyzed meeting, the invitee receives a firm-branded email with a link to their recap. Meetings without an invitee email (calendar imports, in-person recordings) still generate a recap — share it manually from the meeting detail view.
Discreet Email Mode keeps every meeting detail out of the email itself — no summary, no action items, and a subject line with only the date. The client receives just your branding and a secure link. Recommended for sensitive practice areas, since email content can be forwarded and can never be recalled; everything on the recap page stays under your control.
Sharing controls
| Setting | Default | What it does |
|---|---|---|
| Email Client Recaps | Off | Auto-email the recap to the invitee after each analyzed meeting |
| Discreet Email Mode | Off | Strip all meeting content from the email — secure link only |
| Share Transcript with Clients | On | Show the full transcript on the recap page |
| Share Recording with Clients | Off | Let clients play the meeting recording from the recap page |
| Client Recap Theme | Light | Whether clients see the light or dark version of the page |
Share Transcript, Share Recording, and the theme apply to every recap link, whether it was emailed automatically or shared by hand — so they stay available even when auto-emailing is off.
Managing a recap from the meeting view
Open any meeting and find the Client Recap row:
- View opens the recap exactly as the client sees it.
- Share link copies a fresh, unique link every time — the client's original emailed link is never what gets passed around, and each shared link is view-tracked separately.
- Resend re-sends the recap email to the invitee.
- Revoke kills every link to this recap immediately. Because links never expire, revoke is the kill switch — use it if a link ends up somewhere it shouldn't.
- Regenerate rebuilds the recap with a brand-new link (old links stop working) and un-revokes a revoked recap.
Clients can also download their recap as a markdown file from the page itself.
Recap security
Recap links are unguessable 256-bit URLs — possession of the link is the credential, the same model used by Fireflies and Zoom for shared meeting notes. Pages are never indexed by search engines, revoked links return a not-found page, and the recording plays through short-lived signed URLs that re-check your sharing settings on every request.
Branding the recap
The recap page and email use the firm logo from Settings > General > Brand Assets. If your clients see the dark theme, upload the optional Dark Mode Logo there too — without one, your standard logo is shown as a white silhouette so it stays legible.
Recaps from your AI tools
If you use the Superpractice MCP server, two tools cover recaps:
get_client_recap— read the client-facing recap and its delivery status for a meeting.create_client_recap_share_link— mint a fresh shareable link, e.g. "give me the link for my last meeting with Craige so I can send it to him."
For your own analysis and follow-up work, get_meeting_report remains the richer internal source.