Enable Sharing of Meeting Notetaker Recordings & Notes with View-Only Seats Users internally

Allow meeting owners to share Meeting Notetaker recordings and notes with view-only seat users in HubSpot.

Currently in HubSpot, users with View-Only seats cannot access Meeting Notetaker recordings or notes. Additionally, meeting owners do not have the ability to share these recordings or notes directly with such users.

This limitation creates challenges in scenarios where cross-functional stakeholders (e.g., PMO, Operations, or Customer Success teams) attend or require access to sales call recordings for reference but do not have a paid Sales or Service seat.

Business Impact:

  • Enables better collaboration between Sales and non-sales teams
  • Reduces dependency on manual sharing (downloads, external tools)
  • Improves knowledge accessibility across teams
  • Maximizes the value of Meeting Notetaker across the organization

Current Workaround:

Meeting owners must manually download recordings and share them externally or copy/share notes separately, which is inefficient and not scalable.