> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meetjamie.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Chat
> Chat with your meetings, rewrite summaries, create tasks, and work in your other tools
Jamie is your assistant for everything before, during and after your meetings. Ask a question in plain language, or let Jamie do the work: rewrite your summary, draft the follow-up, create the tasks, and update your other tools.
## Open Ask Jamie
You can open Ask Jamie in three ways:
Find your recent chats under **Chats**.
Ask Jamie knows where you are. Inside a meeting, it answers about that meeting. In the meetings list, it searches across all of them. To ask about one project, client, or team, filter by a tag first.
## Get answers across all your meetings
Ask about one meeting or a whole quarter's worth. Jamie searches your meetings. When it needs the exact words, it reads the transcripts.
* "Recap this week's meetings"
* "What did we agree with Acme about pricing?"
* "Which customer issues came up most this month?"
* "What have I discussed with [jane@acme.com](mailto:jane@acme.com)?"
## Rewrite your summary
Not quite the summary you wanted? Just ask. Inside a meeting, tell Jamie what to change in the chat bar at the bottom of the page. You see the summary update live.
More things to ask:
* "Add a section on next steps"
* "Make this shorter and focus on the decisions"
* "Move the decisions to the top"
Changed your mind? Click **Undo** to get the previous version back.
> [!TIP]
>
> Click into the meeting chat bar for one-click actions:
>
> * **Draft a follow-up email**
> * **Shorten summary**
> * **Add scratchpad to summary**. This adds your own notes from the meeting to the summary.
## Draft follow-ups and updates
Jamie writes these from what people actually said:
* A follow-up email, ready to send
* A Slack update for your team
* Interview feedback
* A status report
Click copy. Then paste it wherever you need it.
## Create tasks and organize meetings
* "Create tasks for everything I promised in this meeting"
* "What action items are still open from this week?"
* "Tag all my calls with Acme this month as Acme"
* "Create a template for customer discovery calls"
Tasks appear right in the chat. There you can:
* Check them off
* Assign them
* Set due dates
## Work with your other tools
Connect your CRM and work tools, and Jamie can read from them and act in them, together with everything it knows about your meetings.
Salesforce
[Open](https://docs.meetjamie.ai/agent/connectors/salesforce.md)
HubSpot
[Open](https://docs.meetjamie.ai/agent/connectors/hubspot.md)
Attio
[Open](https://docs.meetjamie.ai/agent/connectors/attio.md)
Microsoft 365
[Open](https://docs.meetjamie.ai/agent/connectors/microsoft-365.md)
Box
[Open](https://docs.meetjamie.ai/agent/connectors/box.md)
[+
More](https://docs.meetjamie.ai/agent/connectors/overview)
* "Update the Acme opportunity in Salesforce with the next steps"
* "Log this meeting on the Acme deal in HubSpot"
* "Save the summary to our Acme folder in SharePoint"
To connect a tool, click **Connectors** under the message box, then **Browse connectors**. See [Ways to connect](https://docs.meetjamie.ai/agent/connectors/connect.md). The checkboxes in the same menu turn each tool on or off in your chats, workflows, and briefings.
> [!NOTE]
>
> Ask Jamie makes changes in your connected tools straight away, so be specific about what you want. To check something first, ask Jamie to show you a draft before it sends or saves anything.
## More in Ask Jamie
> **[Skills](https://docs.meetjamie.ai/agent/overview.md#skills)**
>
> Instructions Jamie remembers for every chat, such as how you like follow-up emails written.
> **Web search**
>
> Look up a company before your next call, check a fact, or get the background on a term.
> **[During a meeting](https://docs.meetjamie.ai/agent/sidekick.md)**
>
> In the desktop app, Sidekick keeps Ask Jamie next to you while you're in a meeting.
> [!NOTE]
>
> Workspace admins can turn off web search for everyone under **Settings → Workspace → Workspace features**. They can also choose who can use Ask Jamie with the **Ask AI** permission under **Settings → Permissions**. See [Workspace permissions](https://docs.meetjamie.ai/enterprise/admins/workspace-permissions.md).
## Ideas by team
> **Sales and marketing**
>
> * Draft scoping and follow-up emails
> * Get coaching on your discovery calls
> * Update your CRM with next steps from a call
> * Turn customer conversations into case-study or campaign material
> **Recruitment**
>
> * Check whether candidates answered your key questions well
> * Summarize a candidate's experience across interview rounds
> * Draft interview feedback for the hiring team
> **Finance and investment**
>
> * Revisit founder and management conversations during due diligence
> * Pull key numbers and claims into an investment memo
> * Compare what was said across several calls with the same company
> **Operations**
>
> * Find customer preferences for events and workshops
> * Write Slack updates to share information with colleagues
> * Split to-do lists between speakers and focus on top priorities
> **Engineering and product**
>
> * Turn feedback from a meeting into detailed issues
> * Collect feature requests across customer calls
> * Turn one-off feedback into shared team standards
This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.