How to share a meeting recording with a client

Client calls get recorded for all sorts of reasons. A stakeholder missed the kickoff and needs to catch up, the client wants a record of what was agreed on scope, or a workshop produced decisions that both sides will want to refer back to. Sending the raw video on its own rarely helps much, because few clients want to scrub through an hour of footage to find the five minutes about budget.

This page covers how teams usually pass meeting recordings to clients, where that tends to break down, and how to share a call from Fabric with its transcript and a written summary alongside, so the client can read what was said, jump to the moment it was said, and comment on it.

How people usually share meeting recordings

Zoom, Microsoft Teams and Google Meet can all record to the cloud, and the simplest route is to send the client the platform’s recording link. That works when the client can open it, though sharing settings live in each platform’s admin options, and the recording sits in one person’s meeting account rather than with the rest of the project files.

Some teams download the MP4 and upload it to Google Drive or Dropbox. The recording then sits with the project, but it’s still a long video with no text attached, and finding a specific moment means scrubbing.

Meeting bots such as Otter or Fireflies join the call and produce a transcript. People who rely on them describe two recurring issues: some clients aren’t comfortable with an extra participant appearing in the call, and the transcript lives in a separate app from the files and notes it relates to. A summary email written afterwards by hand is the fallback, and it depends on whoever had time to write it.

Step 1: Capture the call in Fabric

Install the Fabric desktop app. When you start a call in Zoom, Microsoft Teams or Google Meet, Fabric detects the meeting and offers to start transcribing. No bot joins the call. The transcript appears in real time, and you can write notes before or during the meeting. When the call ends, Fabric analyzes your notes and the transcript together and produces a write-up of the meeting. As with any recording, let attendees know the call is being transcribed.

The live capture gives you the transcript and write-up. If the client also wants the video itself, export the recording from Zoom, Teams or Meet as usual and upload the MP4 or M4A file to the same folder; Fabric transcribes uploaded recordings too, and the transcript becomes searchable alongside everything else. For in-person meetings, start a voice or meeting note manually in any Fabric app. How to take meeting notes without a bot joining the call covers the capture side in more depth. Meeting recording and transcription need a paid plan.

Step 2: Check the transcript and pull out what the client needs

Before anything goes to the client, read through the transcript. It can be edited, so you can correct a misheard product name or a client’s surname. If the conversation drifted into internal topics, keep the internal material in your own folder and share only what belongs to the client.

Then open the AI assistant and ask it for the decisions made, the action items for each side, or the open questions. Its answers cite their sources with clickable timestamps, so each point links back to the moment in the call. Save the answer as a note and it becomes the summary you send. For calls that repeat weekly, how to turn meeting notes into action items automatically has more ideas.

Step 3: Share the recording with the client

Put the recording, the write-up and any summary note into the client’s space or a folder for that meeting. When you share a client space, the client sees only that space. To let the client respond, click Share, give them commenter permission, and send the shared link. They can leave timestamped comments on the recording itself, so “we didn’t agree to this” lands on the exact moment it came up, and you can mark each comment completed once it’s resolved. People outside your workspace can open the link without creating an account. The collaboration page covers roles and sharing.

If the client only needs to read and download, publish the folder instead: click Share, open the Publish tab, click Create link, and choose the link’s settings, including whether to allow downloads. A published folder appears as a web page with the write-up and recording on it.

Step 4: Keep confidential calls behind a password

Calls about pricing, contracts or personnel often need tighter access. Right-click the recording or its folder (or open it and use the three-dot menu), choose Add password protection, and enter a password. Store the password somewhere safe, since it can’t be reset. Anyone opening the item enters the password, and access lasts six hours. Password protection is on the Pro and Team plans.

If you published the folder with engagement analytics on, you can see visits to the link with dates, location and device, which tells you whether the client has looked at it before the next call. Analytics are on the Pro and Team plans.

Frequently asked questions

How do I share a Zoom recording with a client?

Either capture the call with the Fabric desktop app or upload the Zoom recording file afterwards. Then share it with the client from Fabric, along with its transcript and write-up.

Does a bot join the call when Fabric records it?

No. The desktop app detects Zoom, Microsoft Teams and Google Meet calls and transcribes them without a bot joining.

Can the client comment on a specific moment in the recording?

Yes. Share the recording with commenter permission and the client can leave timestamped comments, which you can mark completed.

Can I edit the transcript before sending it?

Yes. Transcripts in Fabric can be edited, so you can fix names and terms before the client sees them.

How do I send a summary of the meeting instead of the full video?

Ask the AI assistant for the decisions and action items, save the answer as a note, and share or publish that note. It cites timestamps so the client can check the source.

Does the client need a Fabric account to watch the recording?

No. External people can open shared links without signing up.

Can I record in-person client meetings too?

Yes. Start a voice or meeting note manually in any Fabric app, and the same write-up is produced when you stop.

Is meeting transcription available on the free plan?

No. Transcription needs a paid plan. The pricing page lists what each plan includes.