Skip to main content

Shared Groups: Effortless Collaboration on Your Meetings

Laura Fuchs avatar
Written by Laura Fuchs
Updated this week

You can now easily share your transcribed meetings with specific teams and colleagues within your organisation, making collaboration seamless and keeping everyone on the same page.

Getting Started: Creating a Group and Sharing Your Meetings

To begin, find the "Groups" section on the left-hand side of your dashboard and click the '+' icon. Here you can give your new group a name and a description to clarify its purpose. Feel free to chose different icons for your group by clicking on the folder symbol.

Once you have a meeting ready to share, navigate to its meeting notes within the Bliro Webapp. Click the three-dot menu on the right and select “Add to group.” From here, you can choose which group you want to share the meeting notes with and click save. You can also create a new group directly from this menu if needed.

After a meeting has been shared, you will see the group's name displayed at the top right of your meeting notes, just under the headline. This not only confirms that the meeting is shared but also allows you to click on it to change the group assignment at any time.

Managing Your Groups and Inviting Team Members

To control who has access to a group, simply select the group and click the "Share" button at the top right. This will open the sharing settings, where you can add team members who need access to the meeting notes. Below the invitation field, you can view a list of all current members. If you need to remove someone's access, just click on their name and click on “remove”.

Granular Permission Roles

Shared Groups now support four distinct roles to make access management more flexible:

Role

Description

Contributor

Can view own calls in the group

Viewer

Can view all calls in the group

Editor

Can view and edit all calls in the group

Owner

Can view and edit all calls in the group plus ability to share the group and manage permissions.

Private Per-User Notes & Ask Bliro

Each team member can now take private manual notes and use Ask Bliro on shared meetings - just like they would on their own calls.

These notes and AI dialogs are stored per user, meaning they are only visible to the person who created them. This ensures everyone can analyze shared meetings independently while maintaining full privacy.

Auto-Sharing in Bliro Groups

Auto-Sharing allows Group Owners to define simple rules that automatically share matching calls with their group. Group members only need to opt in once and after that, every relevant call from now on (no old call prior to this set up) flows in automatically.

Why Auto-Sharing?

Teams with high call volume often struggle with manual sharing. It takes time, it's easy to forget, and important conversations can slip through the cracks.

Auto-Sharing fixes this by:

  • Reducing manual work for reps

  • Ensuring key calls never go unseen

  • Increasing visibility across teams with zero daily effort

How Auto-Sharing Works

1. Managing Auto-Share Rules (For Group Owners)

  1. Open your group

  2. Go to Auto-Share

  3. Click Add Rule

Owners can define conditions such as:

  • Any new meeting

  • Participant’s email (f.e. Participant’s email ends with @bliro.io)

  • Call title (f.e. Call title starts with “Internal”)

  • Call owner

  • Account name (from CRM system)

  • Opportunity name (from CRM system)

You can add one or multiple rules depending on how specific you want the automation to be.

  1. Choose your filter type (e.g. email, call title)

  2. Save

  3. Group members will be notified automatically

2. Group members are notified

Whenever a Group Owner creates or updates an Auto-Share rule:

  • Members receive an email notification

  • A banner appears inside the group prompting them to review the new rules

This ensures full transparency.

3. Members must opt in

Auto-Sharing only works after a member accepts the updated rules. The rules are member specific, meaning that once you accepted the rule you can see all the calls belonging to the group.

Members can:

  • Accept Sharing → New matching calls will be added automatically

  • Deny Sharing → No automatic sharing will occur

This gives every member control over their call visibility.

4. Only new calls are affected

Auto-Share rules do not apply retroactively. If you were added later to the group you can still see all the calls visible in the group. Once a member accepts the rules, only calls created from that moment forward are automatically added to the group.

If your role within the group is a “contributor” you are only able to see your own calls as that is the role setting. For further information on group roles see here.

We Want Your Feedback!

What do you like or miss in the shared groups feature? We are more than happy to receive feedback of any kind from you! Please do not hesitate to get in touch at [email protected].

Here you can see the article in a video format:

Did this answer your question?