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How can I share the notes and the recordings?
How can I share the notes and the recordings?
Hai Ta avatar
Written by Hai Ta
Updated this week

Sharing Wudpecker calls with others is a simple process. Sharing the calls makes collaboration easier, allowing everyone to stay informed and make necessary adjustments. It promotes transparency, ensures everyone is on the same page, and streamlines communication within the team.

There are two ways you can share Wudpecker’s meeting notes.

Via Email

Here’s how it works:

Step 1: Navigate to the call you want to share within your Wudpecker account.

Step 2: Click on the "Share" button.

Step 3: Add recipient(s).

  • Type in the email address of the person you want to share the call with.

  • Press "Enter" to add the email address.

  • Repeat this step for each additional email address.

Step 4: Click the "Share" button once more.

Recipients will receive an email about the notes being shared with them. Those without their own Wudpecker account will only be able to read and listen to a non-editable version of the notes.

Those with a Wudpecker account, on the other hand, also receive the notes in their account in My Calls. They can add the call to their own collections, edit the notes, and use the Ask Wudpecker feature for that call.

Note: Any edits or changes made by the recipient (who is a Wudpecker user) will not affect the original version on your account.

Also, any additional edits made in the notes by the sender will not affect the recipient’s copy who has a Wudpecker account. On top of that, the Ask Wudpecker chat history (before or after sharing) is always personal to each user.

But if the recipient is not a Wudpecker user, then the note will be changed if the sender makes any changes in the original note.

Using Direct Link

Here’s how it works:

Option 1: Using the Copy URL Button from the Share Option

Step 1: Navigate to the call you want to share within your Wudpecker account.

Step 2: Click on the "Share" button.

Step 3: Click on the Copy URL 🔗 button.

Step 4: Paste the link to share the notes with anyone, anywhere you'd like.

Option 2: Using the Browser URL Directly

Step 1: Navigate to the call you want to share within your Wudpecker account.

Step 2: Directly copy the link from the browser URL

Step 3: Paste the link to share the notes with anyone, anywhere you'd like.

When you receive the link, you can click on it to view the meeting notes. The link can be shared with both Wudpecker and non-Wudpecker users.

Any edits or changes made by the sender will also update recipient’s version, so the receiver will always have the most up-to-date information.

However, for Wudpecker users, this call will not be added automatically to the My Calls section. If you want to add it to your own Wudpecker account, you will need to share the call via email.

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