Read natively supports webhooks, which means you won’t need to bother with a custom setup.

Here’s a guide on how you can set them up:

Read Help Center Getting Started with Webhooks

Simply enter your Streamlined note taker endpoint as the destination.

To integrate Fathom with Streamlined, simply follow the guide below.

If you need to integrate Streamlined with another note taker, it’s usually pretty easy. You can 💬Get in Touch if it’s not listed here, and we’ll do our best to add it quickly.

However, for many note takers, the easiest way to integrate will be with a custom setup.

If you’re not sure about how to set this up, please 💬Get in Touch.

Choose an Environment

Firstly, you’ll need to choose where you want to send the events to Streamlined from. Your choices are as follows:

• Make.com, which has integrations for several note takers
• Zapier.com, which is a terrible overpriced product, unfortunately has exclusive access to several note taker integrations such as Fathom.
• If your note taker supports sending webhooks directly instead of requiring Make or Zapier, you may choose instead to simply send the events to your CRM and handle them there.

Unless you’re dealing with arrays, most automations will look like this:

Configure Fields

This part should be mostly straightforward, there are only a few fields to configure:

• owner_email REQUIRED: This is how we'll determine who was on the call, should also be the email on a user in the CRM
• contact_email REQUIRED: This is how we'll determine who the call was for, should also be the email on a contact in the CRM
• duration_minutes REQUIRED: The duration of the meeting, in minutes
• full_transcript REQUIRED: This is what the AI will see when evaluating the call
• unique_id Some unique value to prevent duplicate meetings, most note takers provide an ID for you by default
• title A title for your meeting, if not provided and an appointment is matched to this meeting then that appointment's title will be used instead
• start_time Some kind of timestamp so we know when this meeting started, if none is provided we will try to estimate this based on the duration of the meeting
• external_url Allows you to quickly navigate to the recording in your note taker from the Streamlined dashboard

As you can see, many of the fields are not required, but they are recommended to improve accuracy and convenience when using Streamlined.

Additionally, in the future the owner_email and contact_emails will be made optional once we add 🛠️Custom Tables & Columns.

Yes and no. If you’d like to get in touch with me and talk about a project, I’d love to help and give you some pointers! But in general, I don’t do any bespoke work.

The only cases where I do work for someone else are when I see a need for a marketplace app.

So if your product seems like it would have a wider appeal than just yourself, I might build it for the marketplace, and you can help to guide the direction of the product!

For the most part, all of my apps have two versions.

One of these is installed at the agency level, and it allows you to install multiple locations at a time.

One benefit of this is that when you choose to install an app on all of your locations, you’ll be offered the option to “Enable Automatic Future Installation.”

With this enabled, any time you create a new sub-account the app will be automatically installed. Very useful if your snapshot includes any triggers or actions from the app.

It’s worth noting though, that you can only install apps on the $297/month or $497/month plans.

If you’re on the $97/month plan, then you’re only able to install apps on a single location at a time.

This means payment will be charged to the card listed on that sub-account, and you won’t be able to duplicate workflow functionality to other sub-accounts without purchasing the app there as well.

If you have a question, concern, or comment, I’m right here.

You can give me a call and get right on the phone with the person who built the app, and actually knows how it works.

Just know that when calling before 8 AM pacific, I’m usually still asleep so I might miss it!

To install any of the apps, there’s a form that will help you get to the right page, since that’s the only way to install a private app.

Find the app that you want to install, and click the link for a tally.so form which will redirect you to the right app marketplace page depending on the install type (agency/sub-account), and from there you can hit “Install” and select your plan.

For newer apps, it’s helpful to not have this long wait step so I can improve the app as it finds more use cases.

Yes, most apps offer a free trial of at least 7 days

Absolutely! My ears are open for new product and feature ideas!

If you have one you’d like to discuss, please use the contact info below to reach out or set up a quick meeting!

For the most part, no.

I try not to design apps that have a strict usage limit or pricing tiers since I think it makes the buying process overly complicated, and degrades the user experience.

Instead, my apps are either a flat monthly fee, or rely on a third-party pay-as-you-go service such as Twilio or OpenAI (ChatGPT).

Yes, for apps installed at the agency level, you can install the same app across multiple sub-accounts.

To uninstall any app on the marketplace, you can select “Marketplace” from the left sidebar, then “Installed Apps” at the top of the screen.

If you don’t see the app you intend to uninstall, make sure you’re at the agency level if it’s installed there, or in the specific location where the app is installed.

Once you click on the app, at the top right of the screen you should see a button that says “Uninstall”

Uninstalling the app should cancel your paid subscription if there is one.