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How to share selected insights and a summary with the Share Wizard
How to share selected insights and a summary with the Share Wizard
Updated over 8 months ago

Start Here:

1. Select the meeting from which you want to share insights.

Step 1 screenshot

2. Select the insights you wish to share.

Step 2 screenshot

3. Click on Share Wizard.

Step 3 screenshot

4. Read the Smart Summary.

Step 4 screenshot

5. Click on Add Note to add additional commentary.

Step 5 screenshot

6. Click on Copy Text. Text will be copied to your clip board. You can paste in any tool you wish: email, Slack, Teams, your CRM, etc.

Step 6 screenshot

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