Streamlined
  • Apps
  • Documentation
  • Roadmap
  • Contact
Install Now →
Streamlined Apps
Streamlined Apps
/
📝
Useful Documentation
📝

Useful Documentation

‣
Featured
How to automatically add tasks for completed phone callsHow to automatically add tasks for completed phone calls
How to automatically add tasks for completed phone calls
Advanced Call Transcripts & SummariesAdvanced Call Transcripts & SummariesAdvanced Call Transcripts for WorkflowAdvanced Call Transcripts for Workflow

Learn how to use ChatGPT to create followup tasks with your leads automatically.

How to create a call summaries workflow
How to create a call summaries workflow
Advanced Call Transcripts & SummariesAdvanced Call Transcripts & SummariesAdvanced Call Transcripts for WorkflowAdvanced Call Transcripts for Workflow

Learn how to create a workflow that uses ChatGPT to summarize every inbound/outbound phone call.

Native Note Taker Integration
Native Note Taker Integration
Advanced AI Analytics & AutomationsAdvanced AI Analytics & Automations

You can now easily integrate your favorite note taker with Streamlined to get video call notes automatically inside of the dashboard.

Custom Events APICustom Events API
⚡
Custom Events API
Advanced AI Analytics & AutomationsAdvanced AI Analytics & Automations

The Custom Events API allows you to capture timestamped data for specific events, like “Offer Made”, “Payment Received”, “Tag Added”, etc.

How to automatically generate emails from a completed phone call
How to automatically generate emails from a completed phone call
Advanced Call Transcripts & SummariesAdvanced Call Transcripts & SummariesAdvanced Call Transcripts for WorkflowAdvanced Call Transcripts for Workflow

Learn how you can use AI to generate and edit a followup email to send to your contacts after a phone call.

How to turn website links into buttonsHow to turn website links into buttons
How to turn website links into buttons

Learn how to add a button to any contact field link.

‣
Completed
How to use AI to see if a lead bookedHow to use AI to see if a lead booked
How to use AI to see if a lead booked
Advanced Call Transcripts & SummariesAdvanced Call Transcripts & SummariesAdvanced Call Transcripts for WorkflowAdvanced Call Transcripts for Workflow

Learn how to set up a workflow using ChatGPT that analyzes phone calls to figure out if a lead booked or not.

Massive Data Reliability Improvements
Massive Data Reliability Improvements
Advanced AI Analytics & AutomationsAdvanced AI Analytics & Automations

We’ve improved the data reliability for Streamlined, to ensure you have the right data at the right time.

Automated Video Call AnalysisAutomated Video Call Analysis
Automated Video Call Analysis
Advanced AI Analytics & AutomationsAdvanced AI Analytics & Automations

It’s possible to automate sending the transcript from your note taker to Streamlined Analytics, here’s how.

How to Track Cash Collection Percent
How to Track Cash Collection Percent
Advanced AI Analytics & AutomationsAdvanced AI Analytics & Automations

Learn how you can automatically track cash collected percentages from your sales team.

AI Web Scraping WorkflowAI Web Scraping Workflow
AI Web Scraping Workflow

This workflow allows you to extract website information about your prospects, so you can know more about your customers without the added effort.

How to capture partial calendar submissions
How to capture partial calendar submissions

Learn how to collect partial submissions when someone doesn’t finish booking an appointment (for free!)

How to automatically add names to contacts for inbound calls
How to automatically add names to contacts for inbound calls
Advanced Call Transcripts & SummariesAdvanced Call Transcripts & SummariesAdvanced Call Transcripts for WorkflowAdvanced Call Transcripts for Workflow

Learn how to analyze a call transcript in order to automatically assign a name to a contact.

How to duplicate a workflow to all sub-accounts
How to duplicate a workflow to all sub-accounts
Advanced Call Transcripts & SummariesAdvanced Call Transcripts & SummariesAdvanced Call Transcripts for WorkflowAdvanced Call Transcripts for Workflow

Learn how to duplicate and sync a workflow across all of your sub-accounts.

‣
Pending
How to use AI to determine the pipeline status of a lead
How to use AI to determine the pipeline status of a lead
Advanced Call Transcripts & SummariesAdvanced Call Transcripts & SummariesOutbound Message TriggersOutbound Message TriggersAdvanced Call Transcripts for WorkflowAdvanced Call Transcripts for Workflow

Learn how to use workflows to evaluate the status of your leads and move them through the pipeline.

How to store contact conversation history
How to store contact conversation history
Advanced Call Transcripts & SummariesAdvanced Call Transcripts & SummariesOutbound Message TriggersOutbound Message TriggersAdvanced Call Transcripts for WorkflowAdvanced Call Transcripts for Workflow

Learn how to create a field that stores a contact’s entire conversation history.

Streamlined

Apps

Documentation

Roadmap

Contact

Designed, developed, & maintained by Ardent Labs (ardently.so)