How to Share TeamsMaestro Meeting Notes

TeamsMaestro can automatically send meeting notes based on your settings, making follow-ups seamless. But if you want to choose who receives them, the "Share" feature lets you send notes manually via email or Microsoft Teams chat.

This quick guide shows you exactly how to do it.

Step 1: Open your TeamsMaestro dashboard

Start by logging into your TeamsMaestro dashboard and heading to the Completed tab. Here, you’ll find a list of all your previously recorded meetings.

1. Scroll through the list and select the meeting notes you want to share.

2. On the top-right corner of the selected meeting, click the Share button.

Step 2: Choose a sharing method

1. After clicking the Share button, you’ll see two options:

• Share via email

• Share via Microsoft Teams chat

2. Select the method that works best for your workflow.

Option A: Share via email

To send meeting notes by email:

1. Click on Share via email.

2. A pop-up window will appear. Type in your recipient’s email address.

3. Click Share to send the notes.

Once you see the pop-up message that says, “AI summary was successfully shared via email,” your AI meeting notes have been sent. The recipient will receive a copy of the AI-generated summary directly in their inbox.

Option B: Share via Microsoft Teams chat

If you prefer to share notes inside Microsoft Teams:

1. Click on Share via Teams.

2. If it's your first time sharing AI meeting notes via Microsoft Teams, you'll be prompted to grant access. Once access is granted, a pop-up window will appear where you can enter the recipient’s name or select a team chat. After selecting the recipient, click Share to send the notes.

3. You will see a success message once the notes have been shared.

To view the message, click Check the message. This will redirect you to the corresponding Teams chat where the meeting notes were posted.

Need help or have feedback?

We are always looking to improve. If you have questions or suggestions, reach out to us at feedback@maestrolabs.com.

FAQs

Can I share meeting notes with multiple recipients at once?
Yes, when using the email or Teams chat sharing option, you can enter multiple email addresses separated by commas. Each recipient will receive their own copy of the meeting notes.

Can recipients outside of my organization access the meeting notes?
Yes, if you share notes via email, external recipients will receive the content directly.

Where can I find meeting notes that I can share?
You can find all shareable meeting notes in the “Completed” tab of your TeamsMaestro dashboard. From there, you can easily view and share notes via email or Microsoft Teams chat.

Will my notes include action items and summaries?
Yes. Shared notes will include the full AI-generated meeting summary and action items.

Is there a limit to how many times I can share a note?
No. You can share your meeting notes as many times as needed, through any of the available channels.

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