Use channels to organize collections of recordings and clips and easily share with select teammates!
In this article, we will cover:
Channel Types
Being a member of a channel means that you will be able to see all the clips and recording recap contents that are published within the channel. This will only grant you access to the recording, summary, and transcript - this will not automatically share note content. Let's dive into our two types of channels:
Public
Public channels are channels that are discoverable within the browse channels modal and can be joined by any workspace member. Public channels are indicated by the # icon for quick reference.
Privates
Only the current members of that private channels can add new members to grant them access. These channels are not discoverable in the list of channels in the same way that public channels are displayed. You're easily able to identify a private channel by the lock icon displayed with the channel name.
How to Create Channels
After navigating to your recordings library, you're easily able to create your own public or private channels.
Click browse channels
Select new channel
Name your channel and add a description
Add your teammates to this channel (if applicable)
Select create channel
How to Manage Channel Members
Leaving a channel
You can leave a channel at any time but keep in mind, if it's a private channel you'll need somebody to re-invite you to the channel to gain access again. To leave a channel you'll need to:
Select browse channels
Navigate to the channel you're looking to leave
Hover over the channel name
Select leave
Removing others from a channel
As the channel creator, you're able to remove channel members at any time. To get this done you'll need to:
Select Channel from left navigation bar
Select the triple dot menu on the right side
Toggle to members
Select remove beside the member you are looking to remove from the channel
Auto-share Recaps to Channels - User Level
Sharing clips, transcriptions, and call recordings can be a great way to keep everybody in the loop with key updates. You're easily able to share recaps to channels you have access to within your Recordings library.
Step 1:
Click on your workspace logo in the top left corner and head into your User settings.
Step 2:
Open your Note Taker tab and toggle on Auto-share recaps.
Step 3:
Once toggled on, you will get the option to select a channel to send your external meetings to and a channel to send your internal meetings to. You can choose to select a channel for one or the other. You do not need to select it for both.
Auto-share Recaps to Channels - Meeting Note Series Level
If you want to auto-share recaps from specific meeting series instead of all series, you can set it up on a per-meeting-note-series level.
Step 1:
Click on your lightning bolt (⚡️) in the top right corner of your screen to access your series settings.
Step 2:
In your Automations tab, click on the Configure text next to the Share to Fellow Channels section.
Step 3:
Select the Channels you want the recap in this series to auto-share to, and you're all set.
Manually Share Recaps to a Channel - Meeting Note Level
If you want more control over sharing your recaps, you can manually share them on a per-meeting note level.
Step 1:
Use the paper plane icon to select your sharing options
Step 2:
Toggle over to the share tab then search for the channel(s) that you'd like to share the recap to
Step 3:
Click share
Your recap will then have its visibility updated to reflect channel access:
