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View and share meeting notes & transcript

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

Updated over a week ago

The meeting transcript page allows you to review every important detail from your meetings, all in one place.

After Copilot captures a meeting, you will receive an email notification with a summary of the call. From the email notification, click "View meeting notes & transcript" to be redirected to the meeting transcript page.

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

  • Summary

  • Action Items

  • Key takeaways

  • Full, time-stamped transcript

  • A generate a follow-up email button

How to delete the meeting summary

If needed, users can delete their meeting notes and transcript by selecting the ellipsis from the upper right hand corner of the meeting notes and transcript page.

The option to "Delete meeting summary" will be presented.

Once selected, the user will then be presented with a screen announcing that their summary and transcript has been deleted.

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 who are part of your Mixmax workspace will receive the summary. Great for internal syncs or when you want to keep external guests out of the loop, but share 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 short 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 full meeting notes page

  2. Click “Share” in the top right corner (next to your avatar)

  3. Add the person’s email address

From the same menu, you can also revoke access by unchecking their name and clicking share.

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