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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

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

Manually run an automation for an existing meeting

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

Instructions on how to share automations with your team

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

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

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

Create an automation to send meeting outcomes to a Slack channel

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

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

Use the webhook integration in automations to export meeting data

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

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Track the progress of all tickets related to your company.

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