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View and share meeting notes & transcript

View and share your meeting summary and transcripts after using Copilot!

Updated over 3 weeks ago

The meeting transcript page lets you review all key details from your meetings in one place.

After Copilot captures a meeting, you will receive an email notification summarizing the call. From the email notification, click View full meeting notes to be redirected to the meeting transcript page.

You can also go to the Meeting notes page and search for the specific meeting you want to view. You have the option to view all meetings you participated in, meetings you organized/hosted, or meetings shared with you:

The meeting transcript page gives you a complete view of your meeting. Participants will have access to the following:

  • Summary
    A high-level recap of the meeting: title, purpose, decisions, and outcomes.

  • Action Items
    A list of tasks from the meeting and the owner of each task.

  • Participants
    Attendees with names/email addresses

Here’s what you can expect to see under each section:

  • Transcript
    A time-stamped transcript of the meeting. This includes speaker labels so you never get lost following the conversation. You will also see a recording of the meeting.

  • The Generate Follow-Up Email, Delete, and Share buttons.


How to delete the meeting summary

You can delete notes from the notes page by clicking the trash icon next to the meeting summary title.

You will be asked to confirm deletion - click "Delete" to finalize the action:


How to share notes with Meeting Copilot

Here’s how you can manage sharing preferences for your meeting summaries.

Set up automatic sharing

You can configure how notes are shared by going to​ Settings > Personal > Meeting Copilot.

There, you’ll find three options:

  • Send to all meeting participants

    Everyone who was invited to the meeting will receive a summary. Perfect for external calls where you want to keep everyone aligned.

  • Send only to internal participants

    Only teammates in your Mixmax workspace will receive the summary. Great for internal syncs or when you want to keep external guests out of the loop while sharing notes with your team.

  • Send only to me

    Notes won’t be shared automatically with anyone. You’ll be the only one with access.

What recipients see

When notes are shared, recipients will receive an email with a summary and a link to view the full notes.

To view the full notes, they’ll be asked to verify their email address. Once verified, they can:

  • Read the full meeting summary.

  • See action items and key points.

  • See full transcript of the meeting.

  • See all meeting participants.

But they cannot:

  • Generate a follow-up email.

  • Share the summary further.

  • Delete or edit the notes.

This ensures full control and privacy for the meeting owner.

Manually sharing notes

Want to share notes with someone later? No problem.

  1. Open the meeting notes page.

  2. Click the Share icon in the top-right.

  3. Choose who you’d like to share with.

You can also revoke access by clicking the trash icon next to their name, then clicking Done.

When a meeting summary is shared, you will see it in the Meeting Summary page:

What recipients see

When you share notes, recipients will receive a notification that a meeting summary has been shared. They would also see the same tabbed view: Summary, Action Items, Participants, and Transcript.

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