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Recording Channels

Use channels to easily share your Note Taker recordings and clips with select users πŸ’ͺ

Written by Julia
Updated over 2 weeks ago

Channels let you organize collections of recordings and clips and share them with specific teammates. Being a member of a channel gives you access to all clips and recording recap contents published within it β€” including the recording, summary, and transcript. Note content is not shared automatically.

Channel Types

Public

Public channels are discoverable in the Browse Channels modal and can be joined by any workspace member. They are identified by the # icon.

Private

Private channels are not listed in the channel browser. Only current members can add new members to grant them access. Private channels are identified by a lock icon next to the channel name.

How to create a channel

After navigating to your Recordings library:

  1. Click Browse Channels

  2. Select New Channel

  3. Name your channel and add a description

  4. Add teammates to the channel (optional)

  5. Click Create Channel

How to manage channel members

Leave a channel

You can leave a channel at any time. If it's a private channel, you'll need to be re-invited to regain access.

  1. Click Browse Channels

  2. Navigate to the channel you want to leave

  3. Hover over the channel name

  4. Select Leave

Remove a member from a channel

As the channel creator, you can remove members at any time.

  1. Select the channel from the left navigation bar

  2. Click the three-dot menu on the right side

  3. Select Members

  4. Click Remove next to the member you'd like to remove

Auto-share recaps to channels: user level

You can automatically share clips, transcripts, and call recordings to channels directly from your Recordings library.

  1. Click your Workspace Logo in the top-left corner, then go to User Settings

  2. Open the Note Taker tab and toggle on Auto-share recaps

  3. Select a channel for your external recordings, and optionally a separate channel for internal recordings.

Auto-share recaps to channels: meeting note series level

If you want to auto-share recaps from specific meeting series rather than all series, you can configure this at the meeting series level.

  1. Navigate to the meeting note

  2. Click the three-dot menu > Settings > Automations

  3. Next to Share to Fellow Channels, click Configure

  4. Select the channel you want to share recaps with

  5. Toggle the automation on

Note: This automation applies to recaps generated after it's enabled. Any existing recaps will need to be shared manually

Manually share a recap to a channel

For more control over sharing, you can share recaps on a per-meeting-note basis.

  1. Click the paper plane icon to open your sharing options.

  2. Go to the Share tab and search for the channel(s) you'd like to share the recap with.

  3. Click Share.

The recap's visibility will update to reflect channel access.

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