How to share Meeting Recaps

Learn how to share meeting recaps created by Calendly Notetaker. Keep your team in the loop with summaries and key points.

For example, you can:

  • Share a video link of a recorded meeting
  • Email a recap with notes and a video link
  • Protect recordings with a passcode

Before you begin

  • Enable the Notetaker for your meetings.
  • The Notetaker can record Zoom and Google Meet meetings, regardless of whether you're the host or if the meeting was scheduled through Calendly or your Google Calendar.

Copy a recap video link

When you share a recap video link, recipients will see:

  • The recording
  • Date and time
  • Location
  • Attendees

They won’t see the transcript or notes.

To copy a link:

  1. Go to your Recaps or Meetings page.
  2. Find a past meeting.
  3. Select the recap or choose View recap.
  4. In the top right, select Copy video link.
  5. To add a passcode, open the dropdown and select Restrict access with passcode. Don’t forget to copy the passcode.

Share a recap by email

  1. Go to your Recaps or Meetings page.
  2. Find a past meeting.
  3. Select the recap or choose View recap.
  4. Select Share via email in the top right or use the share icon on the video player.
  5. Choose to:
    • Send a follow-up email to attendees, or
    • Send to someone else
  6. Add the email address(es) and update the subject or message if needed.
  7. Decide if you want to:
    • Include a link to the video
    • Restrict access with a passcode (copy the passcode if you choose this option)
  8. Select Send Email.

Share a video snippet

From the video player:

  1. Go to your Recaps or Meetings page.
  2. Find the meeting.
  3. Select the recap or View recap.
  4. On the video player, select the snippet icon.
  5. Use the sliders to choose your snippet.
  6. Select Continue.
  7. Choose your email option:
    • Send to attendees or
    • Send to someone else
  8. Enter the email address(es) and edit the message if needed.
  9. Choose to include the video link or restrict access with a passcode.
  10. Select Send Email.

From the transcript:

  1. Go to your Recaps or Meetings page.
  2. Find the meeting.
  3. Select the recap or View recap.
  4. Select Transcript.
  5. Highlight the part you want to share.
  6. Select Share video snippet.
  7. Choose:
    • Send via email, or
    • Copy video snippet link
  8. If you restrict access, copy the passcode.

Revoke a video link

If needed, you can revoke a video link. This removes access for everyone who received it.

To share with specific people again, revoke the old link first, then send a new one.

  1. Go to your Recaps or Meetings page.
  2. Find the meeting.
  3. Select the recap or View recap.
  4. Select More in the top right.
  5. Select Revoke video link.
  6. Confirm by selecting Revoke video link again.
  7. Refresh the page to get a new link.

Export a transcript as a TXT file

  1. Go to your Recaps or Meetings page.
  2. Find the meeting.
  3. Select the recap or View recap.
  4. Select Transcript.
  5. Select Export as TXT.

Want to learn more? 

See the Meeting Recaps article collection.