Bloks makes it simple to share your conversation summaries and ensure insights reach the right people and systems—without breaking your workflow. Whether you're looping in a colleague, updating a CRM, or sending a quick recap, there’s a sharing method that fits.
Share a Summary – Multiple Ways to Share
Once a summary is generated, you’ll see several ways to share or export it:
Copy Shareable Link
Generate a public link that mirrors the clean format of the Bloks summary page.
Anyone with the link can view it—no Bloks account required.
Great for sharing in Slack, documentation tools, or CRM notes.
Preserves the rich structure and layout of the original summary.
Copy as Plain Text
Need something lightweight?
This option converts the summary into plain text or markdown.
Ideal for pasting directly into email threads, internal notes, or tools that don’t support advanced formatting.
Strips unnecessary formatting for maximum flexibility.
💡 Note you can also copy and share the full transcript as plain text.
Send via Email
Skip the copy/paste.
This option auto-generates an email draft with the summary embedded.
Opens your default email client for quick edits and sending.
Perfect for fast client or team follow-ups.
Export to CRM
Push the summary directly into your CRM.
Available for all supported CRM integrations.
Automatically links summaries to contact or company records.
Saves time and ensures your CRM stays current with the latest interactions.
💡 CRM export options will vary based on your integration setup. More details can be found in the CRM Integration Guide.