Share what was said. Not how.
Your manager wants to know what came out of the client meeting. The client's team wants the summary of what their colleague committed to. An advisor wants context on the deal before the next call.
You could send them the recording. You almost certainly shouldn't. Shares give them the summary on a one-time web link — just the structured output, not the audio, not the transcript, not the unedited room.
What gets shared, and what doesn't
In the share
- The two-paragraph summary.
- Action items (by speaker, if you choose).
- Decisions made.
- Optional: meeting metadata (date, length, who was there).
Not in the share
- The audio recording.
- The verbatim transcript.
- The Coach view.
- Anything you didn't explicitly include.