Skip to main content

​
Tool Integrations

Connect the AI meeting assistant with your existing tools to automate workflows and centralize information.

​
Available Integrations

​
Video Platforms

Zoom

Video calls (Auto-connected)

Microsoft Teams

Video calls (Auto-connected)

Webex

Video calls (Auto-connected)

​
Communication & Notes

Slack

Send notes to Slack (Beta)

Notion

Update Notion

Gmail

Sync with Gmail (Auto)

Confluence

Sync with Confluence

​
CRM Integrations

HubSpot

Update HubSpot

Salesforce

Update Salesforce

Affinity

Sync with Affinity CRM

Close

Sync with Close CRM

Copper

Sync with Copper CRM

Freshsales

Sync with Freshsales CRM

​
Project & Task Management

Asana

Sync with Asana

Monday.com

Create items (Beta)

Linear

Create issues in Linear

Jira

Create issues in Jira

ClickUp

Create tasks in ClickUp

Trello

Create cards in Trello

​
Storage & Database

Airtable

Sync with Airtable

Dropbox

Sync with Dropbox (Beta)

Greenhouse

Sync with Greenhouse ATS

​
Setting Up Integrations

​
General Setup Process

1

Navigate to Integrations

Go to Settings → Integrations and browse the available tools you can connect.Integrations Overview
2

Connect Your Tool

Click “Connect” on your desired integration and authenticate with your account.Connect Integration
3

Configure & Enable

Configure the integration settings and test the connection before enabling.Configure Integration

​
Slack Integration

Send meeting summaries to Slack channels:

​
Setup

  1. Settings → Integrations → Slack
  2. Click “Connect to Slack”
  3. Authorize the app in your workspace
  4. Choose default channel for summaries

​
Configuration

Slack Settings:
  Default Channel: #meetings
  Notification Format: Summary card with link
  Post When: Immediately after processing
  Include: Summary + Action Items
  Mention: @channel / @here / None
  Thread Replies: Enable for discussions

​
Usage

After each meeting:
  • Summary automatically posted
  • Action items tagged to assignees
  • Link to full transcript
  • Recording embedded (if enabled)

​
Salesforce Integration

  1. Connect Salesforce account
  2. Map meeting fields to Salesforce objects
  3. Choose which meetings to sync:
    • All meetings
    • Meetings with external participants
    • Meetings tagged as “Sales”
  4. Configure sync frequency

​
HubSpot Integration

Track sales calls in HubSpot CRM:

​
Features

  • Log calls to contacts automatically
  • Create deals from qualified conversations
  • Update deal stages based on call outcomes
  • Track email sequences effectiveness
  • Generate activity reports

​
Configuration

  1. Connect HubSpot account
  2. Map contacts by email
  3. Set auto-logging rules: 
    Log to HubSpot if:
  - External participant detected
  - Meeting duration > 15 minutes
  - Tagged as "Sales" or "Client"
  4. Configure data sync:
    • Call duration
    • Call notes (summary)
    • Call outcome
    • Next steps
    • Recording link

​
Asana Integration

Turn action items into Asana tasks:

​
Setup

  1. Settings → Integrations → Asana
  2. Connect Asana account
  3. Select workspace
  4. Choose default project

​
Automatic Task Creation

After meetings:
  • ✅ Action items become Asana tasks
  • ✅ Assignees auto-assigned
  • ✅ Due dates populated
  • ✅ Task description includes context
  • ✅ Linked to meeting transcript
Tasks include a backlink to the meeting for full context.

​
Notion Integration

Save meetings to Notion workspace:

​
Options

Create meetings database:
  • Each meeting = new page
  • Properties: Date, Participants, Duration, Topics
  • Includes: Transcript, Summary, Action Items
  • Automatic categorization
Add to existing pages:
  • Append to daily notes
  • Add to project pages
  • Update team wiki
  • Create in specific database
Use Notion templates:
  • Meeting notes template
  • Project update template
  • Sales call template
  • Custom templates

​
Google Drive Integration

Store recordings and transcripts:

​
Setup

  1. Connect Google Drive
  2. Choose destination folder
  3. Configure file organization: 
    /Meetings
  /2024
    /December
      /Meeting Title - Dec 2, 2024
        - recording.mp4
        - transcript.pdf
        - summary.pdf
  4. Set permissions
  5. Enable auto-upload

​
File Types Uploaded

  • Video recordings (MP4)
  • Audio files (MP3)
  • Transcripts (PDF, DOCX)
  • Summaries (PDF)
  • Action items (CSV)

​
Advanced Integration Features

​
Zapier Integration

Connect to 5000+ apps:
  1. Settings → Integrations → Zapier
  2. Get API key
  3. Create Zap in Zapier:
    • Trigger: New Meeting Completed
    • Actions: Your choice
  4. Popular Zaps:
    • Meeting summary → Gmail
    • Action items → Todoist
    • Recording → Dropbox
    • Highlights → Evernote

​
Webhook Integration

For custom integrations: 
// Webhook payload example
{
  "event": "meeting.completed",
  "meeting_id": "mtg_123456",
  "title": "Product Review",
  "date": "2024-12-02T15:00:00Z",
  "duration": 3600,
  "participants": ["user@example.com"],
  "summary": "Full summary text...",
  "action_items": [
    {
      "task": "Review designs",
      "assignee": "user@example.com",
      "due_date": "2024-12-09"
    }
  ],
  "transcript_url": "https://...",
  "recording_url": "https://..."
}

​
Setup Webhook

  1. Settings → Integrations → Webhooks
  2. Add webhook URL
  3. Choose events:
    • meeting.completed
    • meeting.started
    • action_item.created
    • transcript.ready
  4. Add authentication (optional)
  5. Test webhook
  6. Enable

​
Integration Settings

​
Conditional Integration

Send data only when conditions are met: 
Integration Rules:
  Send to Salesforce:
    - If participant domain is external
    - And meeting duration > 20 minutes
  
  Post to Slack:
    - If meeting has action items
    - Or meeting agenda contains "standup"
  
  Create Asana tasks:
    - If action items exist
    - And assignee is workspace member

​
Data Filtering

Choose what data to send:
  • Complete transcript
  • Full recording
  • All metadata
  • Participant details
  • Complete summary

​
Managing Integrations

​
View Connected Integrations

  1. Settings → Integrations
  2. “Connected” tab
  3. See all active integrations
  4. View sync status

​
Edit Integration

  1. Click on integration
  2. Modify settings:
    • Change default destination
    • Update sync rules
    • Adjust data mapping
  3. Save changes

​
Disable Integration

Temporarily stop syncing:
  1. Integration Settings
  2. Toggle “Enabled” to OFF
  3. Integration paused (can re-enable anytime)

​
Disconnect Integration

Completely remove:
  1. Integration Settings
  2. Click “Disconnect”
  3. Confirm disconnection
  4. Revoke access in the integrated tool

​
Security & Permissions

​
Data Privacy

Be mindful of:
  • Sensitive meeting content
  • External participants
  • Confidential information
  • Compliance requirements

​
Permission Management

Control access:
  1. Integration → Permissions
  2. Set data access level:
    • Read only
    • Write & create
    • Full access
  3. Limit to specific meetings
  4. Set user restrictions

​
Audit Log

Track integration activity:
  1. Settings → Integrations → Audit Log
  2. View all integration events:
    • Data sent
    • Failed syncs
    • Permission changes
    • User actions
  3. Export log for compliance

​
Troubleshooting

Check:
  • Integration is enabled
  • Authentication is valid
  • Sync rules are not blocking
  • Destination exists (channel, folder, etc.)
Try: Disconnect and reconnect
Verify:
  • Data filtering settings
  • Field mapping is correct
  • Target tool accepts data format
Solution: Review integration settings
Fix:
  • Re-authenticate in Settings
  • Grant necessary permissions
  • Check token expiration
Cause: Multiple sync rules or integrationsSolution: Review integration rules, disable duplicates

​
Next Steps

Export Data

Learn about manual data export options

API Documentation

Build custom integrations