Integrations

Connect your favorite tools and services to streamline your workflow and maximize the value of your meeting recordings.

Overview

What are Integrations?

Integrations allow you to connect external tools and services directly to the platform, enabling seamless data flow and automation. By connecting your calendar, project management tools, and CRM systems, you can automatically sync meetings, create tasks, update records, and keep all your tools in sync.

Benefits of Connecting Tools

• Automated Workflows: Reduce manual data entry by automatically syncing information between platforms
• Time Savings: Eliminate the need to copy information between tools manually
• Data Consistency: Ensure information stays synchronized across all your tools
• Better Organization: Keep all meeting-related information in one place while maintaining connections to your existing tools
• Actionable Insights: Automatically create tasks, update records, and trigger workflows based on meeting content

Integration Types

The platform supports several categories of integrations:

• Calendar Integrations: Google Calendar, Microsoft Outlook, Zoom Calendar
• Project Management: Jira, Asana, Trello (coming soon)
• CRM & Sales: Salesforce, HubSpot (coming soon)
• Communication: Slack (coming soon), Microsoft Teams (coming soon)
• Storage: Google Drive, Dropbox (coming soon)

Security and Permissions

All integrations use industry-standard OAuth 2.0 authentication, ensuring secure access to your data:

• Read-Only Access: Most integrations only require read access to sync information
• Granular Permissions: You control exactly what data the platform can access
• Revocable Access: Disconnect any integration at any time with a single click
• Data Encryption: All data transmitted between the platform and integrations is encrypted
• No Password Storage: We never store your passwords for third-party services

Security Note: When connecting integrations, you'll be redirected to the service provider's authentication page. Always verify you're on the official domain before entering credentials.

Best Practices

Follow these best practices to get the most out of your integrations:

Integration Setup

• Start Small: Connect one integration at a time to understand how it works
• Test First: Use test data or a sandbox environment when available
• Review Permissions: Only grant necessary permissions
• Configure Filters: Set up filters to avoid syncing unnecessary data

Sync Configuration

• Appropriate Frequency: Choose sync frequency based on your needs (hourly is often sufficient)
• Monitor Performance: Watch for sync delays or errors
• Set Up Alerts: Configure notifications for integration issues
• Regular Reviews: Periodically review sync logs and statistics

Data Management

• Field Mapping: Carefully map fields to ensure data accuracy
• Data Validation: Verify synced data meets your requirements
• Conflict Resolution: Define clear rules for handling data conflicts
• Backup Strategy: Maintain backups of important data

Security Practices

• Regular Audits: Review connected integrations periodically
• Remove Unused Integrations: Disconnect integrations you no longer use
• Monitor Access: Review who has access to integration settings
• Update Permissions: Keep integration permissions up to date

Next Steps

Now that you've set up your integrations:

• Explore Advanced Features: Set up automation rules and workflows
• Review Sync Logs: Monitor your integrations to ensure they're working correctly
• Customize Field Mappings: Fine-tune how data flows between systems
• Set Up Alerts: Configure notifications for important integration events
• Read Integration-Specific Guides: Check detailed guides for each integration

Need Help?

• Integration Status: Check the status page for known issues
• Troubleshooting Guides: Review integration-specific troubleshooting documentation
• Support: Contact support for assistance with integration setup or issues
• API Documentation: Review API documentation for advanced integration scenarios