Skip to main content
A summary turns a recording or meeting input into a structured record of what was discussed, agreed, and assigned.

​
Review a draft

The approval page is titled Review summary. A badge reads Waiting for your approval. Floral only shares, syncs, and counts the summary once you approve it.
1

Edit the document

The draft reads as a document. Click any text to edit it. Check Overview, What was discussed, Agreements, and Next steps. Remove statements that the meeting does not support.
2

Confirm the meeting

Check the title, date, participants, calendar event, and company. Select or change the company before approval if it is missing or incorrect. Choose the people the meeting was about; a summary can be linked to people whether or not it has a company. Left unchanged, the calendar attendees are linked for you on approval.
3

Complete Before you approve

The Before you approve checklist sits beside the document. Confirm the company, Internal meeting, the Calendar event or meeting time, and tags. Select or change the company before approval if it is missing or incorrect. Review the attendee links after changing it.
4

Check responsibilities

Confirm names, owners, and deadlines in next steps. The summary can suggest work, but your team remains responsible for assigning it correctly.
5

Approve summary

The summary owner chooses Approve summary. Approval marks it as reviewed and can start configured follow-up such as a CRM sync.
Only the current owner can approve a summary when owner approval is required. Another member can read it but may need the owner to finish the review. When you search for a company that is not in the workspace or the Danish CVR register, such as a Swedish or Norwegian company, choose Create company. Floral creates it without a CVR in the country you pick and selects it. The owner can still change the company and the people after approval, from the summary itself. The meeting then moves to the right company and person histories. A meeting linked only to a person, with no company, still appears on that person’s record, and on the record of the company they belong to. When Work is available, connect the summary or meeting to the Deal it concerns. This keeps meeting evidence visible from the Deal without copying it into a note. Choose an existing Deal in the same workspace. If the Deal does not exist, create it in the correct workflow first. Removing the link later does not delete the summary or Deal.

​
Mark an internal meeting

Turn on Internal meeting during approval when the conversation is internal team context. The hint reads Doesn’t count as customer learning. The summary stays searchable as internal context. The summary remains searchable for members with access. It is excluded from customer insight synthesis, CRM note synchronization unless an administrator turned on Sync internal meetings, and Intelligence suggestions that change CRM or Work fields. This classification does not make the summary private to you. Use the workspace’s membership boundary for access. Internal notes and the internal-meeting classification are separate controls.

​
Regenerate before approval

If a draft needs a different level of detail or emphasis, use the regeneration action on the approval screen and describe the adjustment. Floral needs the retained transcript to regenerate. The adjustment applies to that run. Approved summaries cannot be regenerated. If transcript retention has removed the transcript, regeneration is unavailable. Review the new draft before approving it.

​
Create a follow-up draft

When an administrator has added a follow-up module, an approved summary can produce a draft such as an email or internal handoff. Floral uses the approved summary as its evidence. Check and edit the draft, then copy it to the place where you will use it. Floral does not save the draft for later or send it automatically. See Configure briefings and summaries for workspace defaults.

​
Delete a summary

Delete summary is available on the approval page and from More actions on the summaries list. The confirmation is Delete this summary? Deletion cannot be undone. Floral then returns you to the summaries list.