Takeaway: create a recap and email draft
Choose the relevant path, refine its recap, retain a PDF and prepare an unsent email draft.
Start from the saved presentation#
Choose Takeaway in the project toolbar. The workspace lists saved takeaways for this project and identifies the revision used by each one.
Finish or cancel unsaved edits before starting a new takeaway. Select New takeaway from revision followed by the displayed revision number. If a new takeaway was already started, use Continue new takeaway from revision to return to it.
A takeaway is a separate document based on the saved presentation. Creating a new presentation revision does not overwrite an earlier retained recap.
Choose the path and page order#
- In Choose the path for this takeaway, give each path a useful name.
- Move the relevant saved pages into In this path, in order. Use the earlier/later controls to arrange them.
- Use Add another path if you need a second selection.
- Select Use for this takeaway on the intended path.
- Choose Continue with the selected path.
Studio identifies pages that no longer exist in the saved presentation so you can correct the selection. When you arrive from a saved presentation journey, check the provided path rather than assuming it contains every page.
Refine the recap before using it#
In Takeaway content, edit the Heading, included topics, topic labels and topic text. Review the proposed content under From your path; material from Other path · not included stays visibly separate until you choose to include it.
Refine What we explored and Questions to continue, then inspect the document preview alongside the form. Ensure the recap reflects the discussion you intend to capture. Wait for the field changes to finish saving before using the document.
Retain a PDF and download the confirmed result#
When the content is ready, choose Use this takeaway. Studio prepares the PDF and, after successful retention, displays Takeaway ready and a Download PDF link with its page count.
Use the download link only after that confirmed result appears. If the panel reports unsupported font characters, edit the affected text and try again; Studio does not silently replace it. If preparation fails, read the displayed message and use the offered recovery action.
A retained takeaway records its original saved revision. If the presentation later changes, the panel tells you that the document still reflects the earlier revision. Start a new takeaway when you need a new recap.
Prepare the email draft#
- From a ready retained takeaway, choose Email takeaway.
- Review To, Subject, the message and the attached PDF.
- Choose Save draft and wait for Draft saved.
- Use Back to takeaway to return to the document.
The email panel is explicitly a Draft preview with a Not sent status. Saving it does not send email or establish an Approved Email delivery. Review and sending belong to your organization’s delivery workflow.
Reopen safely after changes or interruptions#
Use the Takeaway selector to return to an existing document. An older email draft keeps its saved PDF when a newer takeaway becomes available. If you want the new document attached, inspect the difference and choose Update attachment.
If another session changed the draft, use Reload saved draft; your current edits remain available for review. For an unconfirmed save, use Retry save rather than creating another draft. If takeaway content itself conflicts, use Reload takeaway and compare the saved document before continuing.