new
Now Available
Meetings & Appointments
CRM AI
Share meeting summaries and transcripts with clients in one external link
External link sharing now includes the AI-generated summary, transcript, action items, and topics discussed — not just the video recording — so clients can review the full meeting recap without logging in.
Provide full context
When you enable external sharing on a recorded meeting, the public link now gives viewers access to the recording, the AI-generated summary, the full transcript, action items, and topics discussed. Sensitive internal information — sales coaching scores, conversation metrics, and guest details — stays private to your organization. Recipients open the link in any browser and see everything in one place; no Vendasta login required.
Why it matters
Before this update, the public sharing link only included the video recording. The summary, transcript, and action items were locked behind login, so sharing them with a client meant manually copying and pasting takeaways into a follow-up email. That created friction every time a sales rep or account manager wanted to confirm what was discussed.
With this release, the recap is part of the share by default. Clients get the recording, summary, and action items in a single link they can open from any browser. Internal commentary stays internal, and external viewers get a read-only experience — they can read the transcript but cannot download or copy it.
Who it's for
- Sales reps and account managers who recap client calls
- Customer success teams aligning external stakeholders on next steps
- Agencies sharing meeting outcomes with their SMB clients
How to get started
External sharing is available from the Meeting Details page on any recorded meeting where AI analysis has finished processing.
- In Business App or Partner Center, go to CRM > My Meetings > Recordings
- Click a meeting to open the Meeting Detailspage
- Select Share > External share
- Enable "Public access" to generate a shareable link
- Copy the link and send it to the client or external collaborator
The recipient opens the link in any browser and can view the recording, summary, and transcript immediately.
Note: External sharing requires meeting analysis to be complete. If a meeting is still processing or analysis failed, the summary and transcript will not appear on the public page.
FAQs
Q: Can I choose to share only the video without the summary and transcript?
A: No. When external sharing is enabled, all available content (recording, summary, transcript, action items, topics) is included in the public link. Individual sections can't be selectively hidden.
Q: Can external viewers download or copy the transcript?
A: No. The transcript on the external page is read-only. Download and copy options remain available only to internal users on the Meeting Details page.
Q: Does this change affect meetings I've already shared externally?
A: Yes. Any meeting that already has external sharing enabled will now show the summary and transcript on the public page in addition to the video recording.
Q: What if the meeting hasn't finished being analyzed yet?
A: External sharing requires the meeting analysis to be complete. The summary and transcript appear once processing finishes.