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Managing Meeting Summary Access & Notifications

Taylor McLoughlin avatar
Written by Taylor McLoughlin
Updated over a week ago

Ambient now gives you granular control over who can see each meeting summary and whether they’re notified. You can set defaults for your entire account, override them for specific meeting series, and fine‑tune any single summary.


1. How it works at a glance

Where you set it

What you control

Typical use‑case

Account Settings → Assistant tab

Default access, notifications, and draft mode for every new meeting summary

“I always want to approve notes before anyone else sees them.”

Meeting Series → ⚙︎ (gear) icon

Overrides for one recurring meeting series

“Stand‑up notes should auto‑share with the team.”

Individual Summary → Share button

One‑off tweaks to access list, org‑wide visibility, and email alerts

“Add a guest after the fact, but don’t spam the team.”


2. Account‑level defaults

  1. Go to Profile → Assistant.

  2. Under Meeting summary, sharing & access choose:

Setting

What it does (default in bold)

Draft Mode

ON marks the summary as private until you manually publish.
OFF will publish the summary automatically using the other settings below.

Add Invitees to Access List

ON adds either team members or everyone on the calendar invite; OFF leaves only you.

Notify Access List via Email

ON sends a notification; OFF keeps their inbox quiet.

General Access

ON lets anyone in your Ambient workspace find the summary via search; OFF hides it unless they’re on the access list.

New users (signed‑up on or after Apr 16 2025) start with: Draft OFF, internal team members on the calendar invite added, email OFF, org‑wide OFF.


3. Per‑series overrides

  1. Open Meeting Series in the sidebar.

  2. Click the gear icon for a series.

  3. Adjust draft mode, access list, notification, or org‑wide visibility just for that series.

Examples

  • Leadership Sync → Auto‑publish, invitees added, email ON, org‑wide OFF.

  • Weekly Stand‑up → Auto‑publish, invitees added, email ON, org‑wide ON.


4. Individual summary controls

  1. Open a summary and click Share.

  2. The Access list shows everyone who can view (you can remove any name).

  3. Add people → Enter emails, choose whether to send an alert, and assign a role (currently Viewer; more roles coming soon).

  4. General access → Switch between Only people with access and Anyone in the organization.

Changes save instantly; you can always revert.


5. FAQs

What happens if several teammates record the same call?
Only one Ambient assistant joins, but everyone on the invite (with Ambient accounts) is automatically added to the summary’s access list if that option is enabled.

Can I stop all email alerts for my account?
Yes—turn Email invitees when summary is ready OFF in Account Settings → Assistant.

Will future role types (e.g., Editor) respect these settings?
Yes. When new roles roll out, you’ll be able to upgrade a person’s permission directly from the same Share dialog.


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