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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 DealCloud to log meeting notes as interactions or attach them to existing ones.
DealCloud integration requires a Team or Enterprise plan.

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Setup

DealCloud uses API credentials that need to be configured by Jamie’s support team.
  1. Go to Settings → Integrations → DealCloud
  2. Follow the instructions to contact support with your DealCloud API credentials (Site URL, Client ID, and API Key)
  3. Once configured, your workspace will show the connection as active
Your DealCloud admin can find the API credentials in DealCloud → Settings → API Management.

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Sending Meetings to DealCloud

  1. Open a meeting in Jamie
  2. Click the Share button and navigate to Integrations
  3. Select Send to DealCloud
You can either add notes to an existing interaction or create a new one.

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Add to Existing Interaction

  1. Search for and select an existing interaction from the dropdown
  2. Click Send
Your meeting notes will be appended to the selected interaction’s notes field.

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Create New Interaction

  1. Switch to the New Interaction tab
  2. Fill in the fields:
FieldDescription
SubjectPre-filled with the meeting title
DateDefaults to the meeting start date
TypeInteraction type (defaults to “Meeting” if available)
Internal AttendeesJamie participants matched to DealCloud users by email
CompaniesSearch and select companies
ContactsSearch and select contacts (auto-matched by email)
DealOptionally associate a deal (auto-searched by company)
  1. Click Create & Send
The interaction is created in DealCloud with your meeting notes attached.

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Settings

Once connected, configure what content to include:
OptionDescription
SummaryMeeting notes with executive summary
TranscriptFull transcript in HTML format
At least one option must be enabled.

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Field Mapping (Admin Only)

DealCloud sites have custom schemas. Jamie automatically discovers the correct fields for your site. If the auto-detection is incorrect, admins can override the field mapping:
  1. Go to Settings → Integrations → DealCloud
  2. Expand the Field Mapping section
  3. Adjust any core fields (Subject, Date, Notes, etc.) using the dropdowns
  4. Optionally add custom reference fields (e.g., Opportunities, Funds) that will appear in the New Interaction modal