> ## 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. # Workflows > Let Jamie do the work after your meetings: log CRM activities, update records, send notes > [!NOTE] > > 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**](https://app.meetjamie.ai/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…** Jamie writes nothing to your tools while it builds and tests a workflow in the chat. ## When workflows run | Trigger | What it means | | - | - | | **Automatic** | Runs after every meeting that matches the workflow's conditions | | **Manual** | You click **Run** on the workflow's page and pick a past meeting | | **Test** | A trial run from the chat while you build the workflow | **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: | Runs automatically | What happens | | - | - | | **Off** (default) | The workflow shows **Needs approval** for each matching meeting. Open it, check what Jamie is about to do, and click **Run** or **Skip** | | **On** | The workflow runs as soon as a meeting matches | 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. | Where | What you see | | - | - | | **Workflows page** | **Needs attention** lists runs that wait for you. **History** lists every run | | **Workflow's page** | Its **History** tab shows every run of that workflow, newest first | | **Meeting page** | Click **Workflows** to see what Jamie did after that meeting, live while a run is in progress | > [!TIP] > > **A tool is missing?** The run pauses instead of failing when a connector isn't connected or needs you to sign in again. Connect it, or click **Manage connectors**, then click **Resume** on the run. Jamie continues from where it stopped. ## 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. Jamie notifies you when a workflow finishes, and when one is ready for you to run. Choose which notifications you get under **Workflow notifications** in [**Settings → Notifications**](https://app.meetjamie.ai/settings/notifications). ## 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](https://docs.meetjamie.ai/agent/connectors/connect.md), 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](https://docs.meetjamie.ai/agent/connectors/connect.md). **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**. | | Members | Workspace admins | | - | - | - | | **In the workflow list** | Not shown | All workspace workflows, with a **Workspace** label | | **Runs** | On their own meetings, in the meeting's **Workflows** panel, with notifications | Only on their own meetings | | **Edit, turn off, delete** | No | Yes, for any workspace workflow. Jamie asks to confirm edits | | **Run by hand** | No | Yes | ### 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**](https://app.meetjamie.ai/settings/agent#connectors). ## Next steps > **[Connect your tools](https://docs.meetjamie.ai/agent/connectors/overview)** > > Workflows use connectors to reach your tools, such as Notion and your CRM. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.