How to share Meeting Recaps

Learn how to share Calendly Notetaker's recaps of your meetings. Keep everyone informed with summaries and key points!

For example, you can:

• Easily share the video link to a recorded meeting. 
• Share recap summary, notes and a link to the recording via email, right from Calendly. 
• Add a passcode to your video recordings.

Before you begin

It’s encouraged you enable the Notetaker for your meetings.

• Owners and admins can choose who can enable or disable the Notetaker on their account.

• The Notetaker can record meetings on Zoom and Google Meet, whether they are scheduled from Calendly or your Google calendar.

How to copy recap video links

Recipients of recap video links will only see the recording, date/time, location, and attendees. They will not see the transcript or any meeting notes.

1. Go to your Recaps page or your Meetings page.
2. Find a Past meeting you want to share.
3. Select the recap or select View recap.
4. In the top right corner of the recap page, select Copy video link.
   • To protect your recap links with passcodes, expand the Copy video link dropdown menu and select Restrict access with passcode. If you restrict access, be sure to copy the passcode.
     

How to share video recaps via email

1. Go to your Recaps page or your Meetings page.
2. Find a Past meeting you want to share.
3. Select the recap or select View recap.
4. In the recap page, select Share via email in the top right corner or select the share icon in the video player tools bar.
   
5. Choose to Send a follow-up email to attendees or Send to someone else. 
6. Enter your recipients email address(es) as needed and make any desired changes to the subject and/or body text. 
7. Below the body text, select whether you would like to include link to video at the bottom of the email or restrict access with a passcode.
   • If you restrict access, you can choose if you want to exclude the passcode from the email. Be sure to copy the passcode if you choose to exclude it from the email. 
8. Select Send Email.

How to share recap video snippets

From the video player tools bar

1. Go to your Recaps page or your Meetings page.
2. Find a Past meeting you want to share a video snippet of.
3. Select the recap or select View recap.
4. In the recaps page from video player tools bar, select the video snippet icon.
   
5. Use the sliders to select the section of video you would like to send as a video snippet.
6. Select Continue. 
7. Choose to Send a follow-up email to attendees or Send to someone else. 
8. Enter your recipients email address(es) as needed and make any desired changes to the subject and/or body text. 
9. Below the body text, select whether you would like to include link to video at the bottom of the email or restrict access with a passcode.
   • If you restrict access, you can choose if you want to exclude the passcode from the email. Be sure to copy the passcode if you choose to exclude it from the email. 
10. Select Send Email.

From the transcript

1. Go to your Recaps page or your Meetings page.
2. Find a Past meeting you want to share a video snippet of.
3. Select the recap or select View recap.
4. In the recap page, select Transcript.
5. Locate and highlight the section of the transcript you want to send as a video snippet. 
6. Select Share video snippet.
   
7. Choose to Send via email or Copy video snippet link.
   • If sending via email, go to step 8 in From the video player tools bar above. 
8. Select whether you would like to include link to restrict access with a passcode.
   • If you restrict access, be sure to copy the passcode.
9. Copy the link and share as desired. 

How to revoke recap video links

If you need to revoke access to a link you've shared, you can follow the steps below. Revoking access will revoke access for everyone you've previously shared the video link with.

To allow access for only certain recipients, you'll need to revoke the video link first, then share the new video link exclusively with them.

1. Go to your Recaps page or your Meetings page.
2. Find a Past meeting you want to revoke a video link of.
3. Select the recap or select View recap.
4. In the top right corner of the recap page, select More.
5. Select Revoke video link.
    
6. Confirm by selecting Revoke video link once more in the pop-up.
7. Refresh the page to generate a new video link.

How to export transcripts as TXT

1. Go to your Recaps page or your Meetings page.
2. Find a Past meeting you want to export the transcript of as TXT.
3. Select the recap or select View recap.
4. In the recap page, select Transcript.
5. Select Export as TXT.

Want to learn more? 

See the Meeting Recaps article collection.