Sending to collaboration tools and exporting files work on notes that have
finished recording. While a recording is in progress, you see “Available once
the conversation is recorded.” Sending to Slack, Notion, and Confluence and
exporting to PDF and Word are available in the web and desktop apps. Exporting
to Google Drive is available in the web app.
Export to a file
Export a note as PDF, Word, or email. Use the PDF, Word, and email items in the [Share] menu to export to a file, and pick what goes into the export yourself.- Check the note summary, the transcript, and any template documents you generated, and combine them however you like.
- For email, enter the recipient’s address and the content you picked is sent as the body.
Send to a collaboration tool
Send a note to Google Drive, Slack, Notion, Confluence, HubSpot, or Salesforce. Once connected, send notes straight from a note’s [Share] menu. Reconnect a service if its connection expires. For Salesforce on the web, use [⋯] → [Record to Salesforce] at the top of the note.Connect a collaboration tool
Connect a tool in one of two ways.- Connect while sharing: pick a service in a note’s [Share] menu to open its connection screen. Once you connect, Tiro brings you back to the share screen automatically so you can send the note right away.
- Connect ahead of time: connect and manage services in advance under [Settings] → [Integration]. In the mobile app, the menu is [Settings] → [Connected Services].
Send to Slack
Choose [Share] → Slack, pick the channel to post to, add a message to go with it, and send. Tiro posts the note to the channel along with a share link.- To post to a private channel, invite the Tiro bot there first with
/invite @Tiro. - To send automatically every time a recording ends, set up share automation.
Send to Microsoft Teams
In the web app, choose [Share] → Microsoft Teams and the “Share to Microsoft Teams” screen opens. You can send the note link, along with the content you pick, to a Teams channel or a direct message.1
Choose where to send
Under [Send to], pick either a channel or a direct message.
2
Pick the target
For a channel, pick the team in the [Team] list first, then the channel in the [Channel] list. For a direct message, type at least two characters of a name or email in the [Recipient] field to search.
3
Choose what to include
Check what to send among the [Transcript - Summary] and [Transcript - Script] checkboxes. If you’ve created documents, they show up alongside under the same names as in the note detail, like [Document - Meeting Notes].
4
Send
Press [Share to Teams] to send. Once it’s done, the [View in Teams] button takes you straight there.
- If you see a message that admin approval is required, your organization hasn’t approved Tiro yet. Use the [Copy admin approval request] button to copy the request text and approval link, send them to your Microsoft 365 admin, and connect again once it’s approved.
- If it says the message can’t be sent to the selected channel or person, you don’t have permission to post there. Pick another channel or person you can message directly.
- If the connection expires, restore it with the [Reconnect] button.
Send to Notion
Choose [Share] → Notion, then search for the page or database where you want to save the note. Pick a page and the note becomes a subpage; pick a database and it becomes a new entry.- To change the destination, click the selected target again and search for a different page. No need to reconnect.
- If a page doesn’t show up in search, try selecting a database as the destination instead.
Send to Confluence
Choose [Share] → Confluence, then pick the space, the parent page (optional), and the content to include, and share.Export to Google Docs in Google Drive
In the web app, choose [Share] → Google Drive to export a note as a Google Docs document. The first time you use it, connect your Google account and Tiro brings you back to the [Export to Google Docs] screen automatically.- Choose [Select folder] and pick a Google Drive folder.
- Select at least one item to include in Google Docs: the note, transcript, summaries, or generated documents.
- Choose [Export] to create a new Google Docs document in the selected folder.
Each Google Drive export creates a new Google Docs document once. It does not keep the document in sync or export automatically when a recording ends.
Record to HubSpot
Once you connect HubSpot, a [Record to HubSpot] item appears in the share menu. Save a note as a CRM record, which also works in the mobile app.Record to Salesforce
On the web app, select the [⋯] note actions button at the top of the note, then [Record to Salesforce]. You can create a new Event or replace an existing event’s description with your meeting notes. New events can link to an Account or Opportunity and multiple Contacts. Follow Connect Salesforce for admin approval, account connection, and checking your saved meeting notes.Export automatically
Send a note to a collaboration tool automatically every time a recording ends. Set the conditions and destination in share automation. Only Slack and Notion support automatic sending. Confluence, HubSpot, Google Drive, Microsoft Teams, and Salesforce aren’t automated; run them manually from the share menu. For Salesforce on the web, use [⋯] → [Record to Salesforce] at the top of the note.Frequently asked questions
A page doesn’t show up in Notion search
In some setups, page search doesn’t return results. Select a database as the destination and the export goes through fine.Can I send to a private Slack channel?
Yes. In the private channel you want to post to, enter/invite @Tiro to invite the Tiro bot, and the channel appears in the list.
Can I post to Slack automatically every time a meeting ends?
Yes. Set the conditions in share automation and Tiro posts to the channel automatically when a recording ends.Related pages: Sharing · Share automation