Share, export, and broadcast

This guide outlines the methods for distributing meeting intelligence, including reports and transcripts, using Upmeet’s sharing, exporting, and copying features.

1. Sharing Meetings via Email

Sharing allows you to send meeting reports and transcripts directly to selected recipients.

• Purpose: Inform non-attendees, circulate decisions/actions, and maintain regular team reporting.
• Process:
  1. Open the meeting and click Share the meeting.
  2. Select recipients in the Recipients area.
  3. Toggle the option to include the transcript if desired.
  4. Click Send.

2. Managing Contacts and Mailing Lists

• Adding Contacts: Click Edit in the Recipients section > Add a contact. You must provide the first name, last name, and email. Once added, the contact is saved globally for future use.
• Mailing Lists: Groups multiple recipients under a single label to streamline distribution.
  • Usage: In the "Share" interface, search for and select an existing mailing list to apply it instantly.

3. Exporting Documents

Upmeet supports exporting meeting data into PDF or DOCX (Word) formats.

• Customization: Before exporting, you can toggle the inclusion of:
  • The transcript
  • Timestamps
  • Speaker identification
• Process: Click Export > Choose format > Select options > Click Export.

4. Quick Copy Feature

For immediate use in external tools (Slack, email, internal notes), you can copy the summary to your clipboard.

• Process: Open the meeting > Click the three small dots (top right) > Select Copy to clipboard.

Summary of Available Actions

Key Takeaways

• Centralized Contacts: Adding a contact once makes them available across sharing, exports, and the general "Contacts" tab.
• Flexibility: You can choose to include or exclude transcripts and timestamps depending on the sensitivity or depth of information required by the recipient.
• Efficiency: Mailing lists are the recommended tool for recurring meetings to avoid manual selection of team members.