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How automations work and example use cases

Getting started with automations

Use automations to share meetings with others on your team

Automatically share meetings with your team

Use insights in automations to identify specific details in meetings or generate with custom instructions

Generate insights with AI

View and manually run automations for past meetings

Run automations for past meetings

Instructions on how to share automations with your team

Share an automation

How to enable automations by default for your team or specific members

Enable automations for your team

Create an automation that writes action items to a monday.com board

Integrate with monday.com

Create an automation to update contacts and deals on HubSpot with meeting outcomes

Integrate with HubSpot

Create an automation to update contacts and opportunities on Salesforce with meeting outcomes

Integrate with Salesforce

Create an automation to update people, companies, and deals on Attio with meeting outcomes

Integrate with Attio

Create an automation to send meeting outcomes to a Slack channel

Integrate with Slack

Create an automation to send meeting outcomes to a Notion page or database

Integrate with Notion

Use automations to send data to Zapier and integrate with thousands of apps, including Asana, Google Drive, Affinity, Jira, and more

Integrate with apps using Zapier

Use automations to send data to Make and integrate with thousands of apps, including Asana, Google Drive, Affinity, Jira, and more

Integrate with apps using Make

Use the webhook integration in automations to export meeting data

Export meeting data with webhooks

Set automations to only run when someone from outside your team is invited

Run automations for external meetings

Create an automation to update contacts in Zoho with meeting outcomes

Integrate with Zoho

Ali Haghani

Kevin Jacyna

Nick White

Automations

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