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CallVault lets you export call content in several formats so you can share it outside the platform, archive it, or bring it into other tools.

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Export formats

PDF

A clean, formatted document with the call metadata, AI summary, and full transcript. Ideal for sharing with stakeholders or archiving.

Word (.docx)

Fully editable Word document with the same content as the PDF export. Use this when you need to edit the content or paste it into a client-facing document.

Markdown (.md)

Plain text with Markdown formatting. Useful for pasting into Notion, Confluence, GitHub, or any tool that renders Markdown.

CSV

Structured data export with one row per transcript segment, including speaker, timestamp, and text. Useful for analysis in spreadsheets or data pipelines.

JSON

The full call record — metadata, summary, and transcript segments — as structured JSON. Useful for feeding call data into scripts, custom tooling, or other apps.
If you use Obsidian, see Obsidian Export for a dedicated export that produces a linked vault of Markdown notes instead of a flat file.

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Exporting a single call

  1. Open the call you want to export
  2. Click the Export button (or select Export from the ⋯ menu)
  3. Choose your format: PDF, Word, Markdown, JSON, or CSV
  4. The file downloads to your computer

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Choosing what to include

When exporting, you can choose which sections to include in the document:
  • Call metadata — title, date, duration, participants, tags
  • AI summary — the generated overview, action items, and key topics
  • Full transcript — the complete timestamped transcript with speaker labels
  • Highlights only — just the highlighted excerpts, without the full transcript
Mix and match to create the right document for your audience.

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Bulk export

You can export multiple calls at once:
  1. Go to a workspace or folder list view
  2. Select the calls you want using the checkboxes
  3. Click Export selected in the action bar that appears
  4. Choose your format
Bulk exports are packaged as a ZIP file containing one document per call.
CSV bulk exports produce a single file with all calls, using a column to distinguish between them. All other formats produce one file per call, zipped together.

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CSV format details

The CSV export includes the following columns: This format is designed for importing into data analysis tools, CRMs, or custom reporting pipelines.

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Sharing vs. exporting

If you want to share a call with someone outside CallVault, a shareable link is often better than an export — recipients can read the transcript and play the recording without needing to open a document. See Sharing. Use export when you need a permanent, offline copy, or when the recipient needs to edit or annotate the content.