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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.

Connect Jamie to Salesforce to log meeting notes as Notes on Leads, Contacts, Opportunities, and Accounts.
Salesforce integration requires a Pro, Team, or Enterprise plan.

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Admin Setup (One-Time)

A Salesforce admin must complete this setup before users can connect:
  1. Go to Settings → Integrations → Salesforce and click Connect Salesforce
  2. Log in with an admin account and click Allow
  3. In Salesforce, go to Setup → Apps → Connected Apps → Manage Connected Apps
  4. Find Jamie and click Install
  5. Click Edit Policies
  6. Under Permitted Users, select All users may self-authorize
  7. Click Save
Your Salesforce org must have the Notes feature enabled. Verify at Setup → Feature Settings → Sales → Notes Settings.

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User Setup

After admin setup, each user can connect:
  1. Go to Settings → Integrations → Salesforce
  2. Click Connect Salesforce
  3. Log in with your Salesforce account and click Allow

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Sending Meetings to Salesforce

Integrations Card
  1. Open a meeting in Jamie
  2. Click the Share button
  3. Select Send to Salesforce
  4. Search for a Lead, Contact, Opportunity, or Account
  5. Click Send
Your meeting notes appear in the Notes section of the selected record.
If you don’t see the Notes section on a record, ask your admin to add it via Setup → User Interface → Lightning App Builder.

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Settings

Salesforce Settings Configure what content to include:
OptionDescription
SummaryMeeting notes with executive summary
TranscriptFull transcript
TasksAction items from the meeting
At least one option must be enabled.