Once your meeting wraps up, Bloks shifts into high gear—turning raw conversation into actionable insight. You’ll receive a structured summary, searchable transcript, and relationship updates, all in one place.
Here’s how to use Bloks after a meeting to follow up faster, close loops, and keep your relationships moving forward:
Review the Summary
Within seconds of the meeting ending, Bloks will finalize your summary. You’ll see:
Key topics automatically identified
Decisions & action items clearly called out
Clickable timestamps to jump into the transcript
Your manual notes and highlights woven in contextually
💡 You can fully edit, reorganize, or annotate any part of the summary—customize it for internal notes or client-ready reports.
Access the Full Transcript (and Audio)
Click into the transcript to:
Search by keyword, name, or topic
See speaker-specific talk time and labeling
Jump to any moment via timestamp
Copy text or the entire transcript with one click
If audio capture was enabled, you’ll also have playback for full context.
Apply or Refine Tags
Bloks auto-tags your summary with:
People (attendees or mentioned names)
Companies
Topics or hashtags
Need to fine-tune? Add or remove tags manually to ensure everything is accurately filed in your knowledge base.
Assign to a Calendar Event (if needed)
If your capture wasn’t tied to a calendar event—or was assigned to the wrong one—you can reassign it with a couple clicks.
This ensures your meeting records stay neatly organized by timeline and client.
Share or Export
You can share your summary or transcript in multiple ways:
Copy link: Create a public view (no Bloks login required)
Copy as text: Ideal for pasting into email, Slack, or CRM notes
Export to PDF (coming soon!)
Perfect for sharing meeting outcomes, action items, or keeping stakeholders in sync.
Update Your Relationship Memory
Every meeting you capture with Bloks enriches your relationship profiles. After the meeting, check the linked:
People profiles (recent interactions, action items)
Company records (deal history, touchpoints)
CRM or document systems (if integrated)
It’s all updated automatically—turning your meetings into searchable memory across your entire network.
Pro Tips
Use Ask Bloks to instantly generate follow-up emails, reports, or summaries based on what was discussed.
Revisit Highlights to quickly review key decisions or insights—no need to scan the whole call.
Use Summary Templates to export meeting notes in a format tailored to your workflow (e.g. KYC, investor update, partner sync).
Wrap-Up
Bloks ensures that your meetings don’t just end—they compound. By capturing every word and connecting it to the bigger picture, Bloks turns one conversation into lasting momentum.