Create and share meeting clips

Clip key moments from meeting recordings, share them with teammates, and chat with the clip’s transcript.

Meeting clips let you save specific segments of a recording — a key decision, a customer quote, or an action item — as standalone shareable moments. Clips include their own transcript, comment thread, and sharing controls, and you can open any clip directly in Chat to ask questions about it.

Create a clip

Clips are created from the Transcript tab of any recorded meeting.

1. Open the Transcript tab

   Navigate to Meetings in the left sidebar, click the meeting, and select the Transcript tab.

   
2. Select the transcript text you want to clip

   Click and drag to highlight the portion of the transcript you want to save. A popover appears above your selection with Create Clip, Comment, and Copy options.

   

   The Create Clip button is disabled until the meeting recording has finished processing. If the button is greyed out, wait a moment and try again.
3. Name your clip

   Click Create Clip. Enter a title for the clip and click Create.

   

   The clip is saved and immediately available in the Clips tab of the meeting.

View and manage clips

All clips for a meeting are listed in the Clips tab on the meeting detail page.

Each row shows the clip name, duration, timestamp range, and sharing status. Click any clip — or click the play button — to open the clip viewer.

Clip viewer

The clip viewer shows the clipped video alongside the clip’s transcript. You can:

• Play the video and click any transcript line to jump to that moment in the clip
• Copy the transcript using the Copy Transcript button
• Leave comments anchored to specific transcript moments (see Comments on clips)
• Share the clip with teammates or generate a public link
• Open in Chat to send the clip’s transcript directly to a Cassidy agent for questions and analysis

Rename or delete a clip

Click the … menu on any clip row to access rename and delete options.

• Rename — Change the clip title
• Delete — Permanently remove the clip. This action requires confirmation and cannot be undone.

Share a clip

Clips have their own sharing settings, independent from the parent meeting.

1. Open the clip

   Go to the Clips tab and click the clip you want to share.

2. Click Share

   Click Share in the top right of the clip viewer.

3. Set the access level

   Choose who can access the clip:

   • Restricted — Only specific people or groups you add
   • Team — Anyone in your organization
   • Public — Anyone with the link, no Cassidy account required

   
4. Add people (for restricted access)

   If you chose Restricted, search for teammates by name or email and set their permission level to Can view or Can edit.

5. Copy the link

   Click Copy link to copy the clip URL to share.

   Public clips open in a standalone viewer that shows the video, transcript, and clip metadata — no Cassidy account needed to view them.

You need Can edit permission on a clip to change its sharing settings.

Open a clip in Chat

Click Open in Chat at the bottom of the clip viewer to start a new conversation with the clip’s transcript pre-loaded. You can ask an agent to summarize the clip, extract action items, draft a follow-up, or answer any question based on what was said.

Next steps

Comment on meetings

Leave notes anchored to transcript moments on clips and full meetings.

Share meetings and clips

Control access with sharing rules and permission levels.

Chat with your meetings

Ask questions across your full meeting library using the Meetings Connector.

Get started with Meetings

Connect your calendar and start recording.