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Bulk Export: Meeting Summaries, Transcripts & Notes (PDF)

March 3, 2026

Updated over 3 weeks ago

You can now bulk export your meeting content directly from Bloks, making it easier to archive records, share documentation, or maintain compliance files.


What’s New

Export multiple content types at once
Bulk export any combination of:

  • Meeting summaries

  • Transcripts

  • Manual notes

Flexible date range selection
Choose a custom start and end date to define exactly what period you’d like to export.

Person-specific exports
Filter exports by a specific contact to generate a complete interaction history within your selected date range.

How It Works (Individual Users)

  1. Go to Settings (bottom left corner).

  2. Select the new Export option.

  3. Choose:

    • Date range

    • Content type(s) (summaries, transcripts, manual notes)

    • Optional: Filter by a specific person

  4. Generate export.

  5. Download the completed PDF from your Export History list.


Team Functionality

If you're part of a team, you have the same export capabilities — with one additional layer of control:

  • Navigate to Team Management

  • Select the specific user(s) whose data you’d like to export

  • Apply the same filters (date range, content type, contact)

  • Generate and download the PDF

This ensures administrators can securely retrieve structured records for individual team members when needed.


This update gives you greater flexibility and control over your historical meeting data, all in a structured, downloadable PDF format.

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