Skip to main content

Set up recurring AI Reports

Get AI reports delivered regularly, when and where you need them.

Updated over 3 weeks ago

Scheduled or recurring AI reports let you keep up with the most important meetings and topics for you, based on the criteria and automations you choose and get a smart AI Report delivered straight to your inbox, at the cadence that you choose.

On your AI Reports page, just hit “Create scheduled report":

Pro tip: For a headstart, there are three report templates to choose from. 👇

Start with a clear name for your report, then enter the AI prompt for how you want it to summarize your meetings:

Next, filter for the meetings that you'd like the report to apply to, for example only meetings with external participants, or only meetings with a specific title:

Tip: Switch on the preview to confirm that the right meetings are picked up by your filters:

Finally, choose when, and how often you want to receive the report:

And that's it! Save the report, and don't forget to switch it on:

🧘‍♂️ Relax a little, until your first AI report lands in your inbox. 😎

On the Business plan, you can get as many scheduled reports as you want! On the Pro and Free you can only get multi-meeting insights (from your library or with the scheduled reports) up to 10 times.

Did this answer your question?