Automations help you and your team save time by automatically performing actions after meetings.
How they work
Every automation has two parts:
Conditions (when to run)–for example: "meetings with customer emails" or "meetings tagged as Demo"
Actions (what to do)–for example: "extract company details" or "send notes to Slack"
You can chain multiple actions together in one automation. For example: extract insights from the call, then send notes to Slack, then update your CRM–all automatically.
Creating and running automations
To create an automation, select Automations from the left and click Create automation.
By default, automations run automatically after meetings that match their conditions. If you don't set any conditions, the automation will run after every meeting. You can also:
Disable auto-run and trigger them manually when needed
Example use cases
Extract specific details (e.g. company name, budget, pain points) from customer calls
Automatically send meeting summaries to Slack channels
Create or update CRM records after sales calls
Generate personalized follow-up emails according to a template
Share specific meetings with your team
Add action items to your project management tool