Once you've ended your meeting, you'll automatically be taken back to the Meeting Home page. There, you'll find your meeting minutes already completed and presented on the Notes tab.

You can share your meeting results in the following ways:

  • Send a follow-up email. 
    Screenshot: Send follow-up prompt
    Send follow-up email prompt
    Lucid Meetings will send the meeting record in HTML format. You can also add a personal message to the email before sending it out. 
    Screenshot: Follow up email
    Follow up email
  • Export the meeting record for distribution. Lucid Meetings offers several export formats, including Word, PDF, HTML, Text, and Markdown. To export, use the Export button at the bottom right of the Notes tab.
    Screenshot: Meeting export button
    Meeting export button
    You can decide to include the following information in the download:
    • Attendance record
    • Tags
    • Reference documents
    • Smart list contents
    • Chat record
    Screenshot: Export of full meeting record in Word format
    Export of full meeting record in Word format

    This screenshot shows what the meeting notes template looks like when you first export it from Lucid in Word (docx) format. From there, you can add a logo, company headers and footers, or any other information you might need.

    Read The Anatomy of Meeting Notes That People Will Use on our blog for more info about exporting meeting minutes.

  • If you've set up an integration with Basecamp or Confluence, you can export the minutes to that tool. You can also automatically publish meeting records to your system of record such has Google Docs, OneDrive, Drobpox, or Box using a Zap in Zapier.

Immediately after the meeting, you'll see a prompt to share the meeting results. Later, you can send the follow-up email at any time by selecting Send follow-up email from the actions menu on the meeting home page.

Screenshot: Meeting actions menu
Meeting actions menu