Workflows are in Preview. If Workflows is not in your sidebar, workflows are not turned on for your workspace yet.
Create a workflow
1
Describe it
Open Workflows from the sidebar and describe what you want in one sentence. For example: “After every external meeting, create a note in Notion with the summary and action items”. Or pick a template under Start from a template.
2
Answer Jamie's questions
Jamie asks for the details it needs, such as which tool to use and which meetings to run on. If the workflow needs a tool that you didn’t connect, Jamie offers to connect it.
3
Check the proposal
- Which meetings it Runs on
- What it Writes to
- Whether it should Ask me first or Run automatically
4
Create and try it
Click Create it. Then click Run it on my most recent meeting, or Run it on another meeting…
When workflows run
Conditions decide which meetings a workflow runs on: every meeting, only external meetings, or meetings by title. You can narrow them to a meeting series or a label. Find them under Conditions on the workflow’s page.
Approvals
The Runs automatically switch in the workflow’s Settings decides whether Jamie waits for you:
Jamie sends nothing to your tools until you click Run. If nobody clicks Run or Skip within 7 days, Jamie skips the run. When you trust a workflow, turn on Runs automatically, or ask Jamie in the chat to do it.
Runs and results
Every run ends with a one-line result, such as “Created Salesforce activity…”. Click a run to see every step that Jamie took.Manage workflows
Click a workflow to open its page:- Edit. Change the workflow in the chat.
- Turn it on. Start a workflow that is off. In Settings, turn off Active to pause it, or click Delete workflow to remove it.
- Run. Run the workflow on a past meeting.
- Overview. The workflow’s Conditions, its Actions, and what it Needs, such as the connectors it uses.
Workspace workflows
A workspace workflow runs on every member’s meetings. A workspace admin builds it once. It needs the Team or Enterprise plan, and it uses only tools that a workspace admin connected for the workspace, never anyone’s own connection.Build a workspace workflow
1
Connect the tools for the workspace
Connect each tool that the workflow writes to for the workspace, not for yourself. See Ways to connect.
2
Describe it in the Workflows chat
Ask for a workspace workflow. If you don’t, Jamie asks you once whether it should run on every meeting in the workspace.
3
Test and create it
The same way as any other workflow.
How workspace runs work
- Whose name shows. The tool records changes as the workspace connection’s account, not as the member. If the tool supports it, Jamie names the meeting owner, for example as the HubSpot owner.
- Approvals. The approval setting applies to every member. The member whose meeting it is clicks Run or Skip.
When a workspace workflow stops running
- A member leaves the workspace. Their meetings no longer trigger the workflow.
- A tool has no workspace connection. Runs pause, and members see that they need to ask a workspace admin. Runs resume when an admin connects the tool for the workspace in Settings → Agent → Connectors.
Next steps
Connect your tools
Workflows use connectors to reach your tools, such as Notion and your CRM.