Every client meeting ends with decisions, recommendations, questions, and next steps.

The challenge is making sure both you and your client leave with the same understanding of what happened.

A "Meeting recap" deliverable helps solve that by turning your meeting into a clear, professional document that clients can reference long after the meeting ends.

Rather than relying on handwritten notes or memory, you can send clients a polished summary within seconds.

There are several ways to create a "Meeting recap" deliverable in Vega, but one of the easiest is directly from the meeting itself using the Sidebar AI assistant (read article: Sidebar AI assistant).

To do this, follow the ordered list below, or watch the part in Selah's video that goes over it:

Because the meeting is already open, the Sidebar AI assistant automatically understands the context of the page you are viewing.

Following those instructions will give Vega direct access to the relevant meeting context, including:

This allows Vega to generate a much more complete and context-aware Meeting recap without requiring you to manually explain what the meeting was about.

Before sharing the "Meeting recap" deliverable with your client, you can:

This lets you spend your time reviewing instead of writing.

It’s common for people involved in the same conversation to remember it differently.

A "Meeting recap" deliverable creates a shared record of what was discussed so both you and your client are aligned on the key topics, recommendations, and decisions. This helps reduce misunderstandings and provides a useful reference if questions come up later.

Every meeting usually ends with someone needing to do something.

That might include:

A "Meeting recap" deliverable clearly identifies who is responsible for each next step, making follow-up much easier for everyone involved.

Conversations with clients often cover a lot of information.

Rather than expecting clients to remember every recommendation, number, or planning discussion, a "Meeting recap" deliverable gives them a document they can revisit whenever they need it.

This helps reinforce important conversations long after the meeting has ended.

Following up with a polished "Meeting recap" deliverable demonstrates organization, attention to detail, and thoughtful follow-through.

Instead of sending a quick email or relying on handwritten notes, you’re providing clients with a professional document that reflects the quality of your advice and reinforces confidence in your planning process.

"Meeting recap" deliverables also create a valuable written record.

They document:

This can be useful for future reference, internal documentation, and compliance workflows.

Before your next meeting, both you and your client can quickly review the previous recap.

Instead of spending the first part of the meeting trying to remember what happened last time, you can immediately continue the conversation where you left off.

That means more productive meetings and less time retracing previous discussions.

A great client meeting shouldn’t end when everyone leaves the room.

A "Meeting recap" deliverable extends the value of that conversation by giving both you and your client a clear record of what was discussed, what was decided, and what happens next.