Send notes from the recording page
From the ’Summary’ tab on any recording page, click the send summary icon on the right side of the tab to send your meeting notes directly to others.
You can send to:
HubSpot: logs the notes to a connected HubSpot record
Slack: sends the notes to a Slack channel or direct message
Salesforce: logs the notes to a connected Salesforce record
Email: sends the meeting notes to external participants from the meeting
Note: Sending notes to Slack or HubSpot requires the recording to be shared with your workspace. In Slack, notes can only be sent to public channels.
Share a recording
Click the ’Share’ button in the top right of any recording page to manage access and share the recording with others.
Share with specific people
Type an email address in the share panel to invite someone directly. They will receive access to the recording and an email notification.
Share via link
Generate a shareable link from the share panel. Use the link access dropdown to control who can view the recording with that link:
Anyone with link: anyone who has the link can view the recording
All workspace members: only members of your Grain workspace
Only people with access: only people you have explicitly granted access
You can regenerate the link at any time using the three-dot menu in the share panel.
Share via Teams
Toggle on any team you would like to share the recording with. All team members and subscribers will now have access to the meeting.
Automatic sharing
To configure which meetings are automatically shared with your team after recording, see auto-share settings.
To set up automatic Slack notifications when meetings are recorded, see Slack integration.