Receiving Email Summaries

Spotlight.ai automatically sends a meeting summary email after each meeting the Notetaker joined. The emailed summary is sent either after the scheduled meeting end or actual meeting conclusion whichever happened later. There are two scenarios that determine recipients.

Scenario 1: Meeting not associated with a Salesforce opportunity

If the meeting is not attached to a Salesforce opportunity, Spotlight.ai sends the meeting summary to every internal invitee on the calendar invite who has the AI-Assisted Profile assigned. They will get a summary whether they joined the meeting or not.

Scenario 2: Meeting associated with a Salesforce opportunity

If the meeting is attached to a Salesforce opportunity, Spotlight ignores calendar invitees and participants and instead sends the email to members of the Opportunity Team if they have the AI-Assisted Profile and to the opportunity owner (whether they have the AI-Assisted Profile or not).

If you didn't get an email summary but expected one...

• Check whether the meeting was associated with an opportunity and if it was, whether you are a member of the Opportunity Team
• Ask your Spotlight.ai administrator or support@spotlight.ai whether you have the AI-Assisted Profile
• Check your Spam folder (search for an email from @spotlight.ai)