Workflows

A workflow runs automatically after your meetings. You describe what should happen — “log a call activity in my CRM with the key takeaways”, “post a summary to the deal channel” — and Jamie does it for every meeting that matches, using the tools you’ve connected.

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Create a workflow

1. Open Workflows from the sidebar
2. Describe what you want in the chat — for example: “After every external meeting, create a note in Notion with the summary and action items”
3. Jamie drafts the workflow and asks follow-up questions where it needs detail — which connector to use, which meetings it should run for
4. Test it on a recent meeting before turning it on: “Test it on my most recent meeting”

Your chats are saved — refresh the page and the conversation resumes, and Previous chats in the top bar restores older ones.

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When workflows run

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Runs and results

Every run produces a one-line result describing what happened (“Created Salesforce activity…”). You’ll find runs in two places:

• The Workflows page — expand any workflow to see its run history
• The meeting page — the workflows panel shows what ran for that meeting, live while it’s running

Click any run to see the full trace of what Jamie did, step by step. Runs stream live while in progress.

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Approvals

By default, automatic runs don’t write to your external tools. Instead, Jamie does a dry run, collects the actions it would take, and pauses with Waiting for your approval. Review the run and click Approve & run — Jamie then executes exactly the actions you saw, nothing more. Once you trust a workflow, you can allow it to write automatically without approval — Jamie will suggest this in the builder chat, or you can ask for it directly.

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Manage workflows

Click a workflow to open its details:

• Active toggle — pause a workflow without deleting it
• Instructions — edit inline, or click Edit in chat to refine it conversationally
• History — every run, newest first

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Next steps