You can now easily integrate your favorite note taker with Streamlined to get video call notes automatically inside of the dashboard.
Overview
Streamlined can now automatically pull in video note taker meetings.
Read Native Note Taker Integration - Supported Platform Guides to learn how you can set it up. If you need help at any point, feel free to Get in Touch.
Features
With official support for note takers, we have a few more opportunities that have been turned into quality of life features:
Link to Appointment
Meetings can automatically be linked to appointments within the CRM, based on the start time and contacts involved.
In the future, this will allow you to see meetings on your appointments table, or appointments on your meetings table, once we add Custom Tables & Columns.
Mark as Showed
Because we’re linking to an appointment, we can also automatically mark appointments as showed.
This is highly convenient if you need to manually mark appointments are read right now.
Fully Automated
Previously, you needed to create a note on the contact in your CRM in order for the meeting to be saved.
This was not only often manual, but also expensive and unreliable, since the AI needed to extract the details like duration and link.
Now this can be fully automated using either your note taker tool or automation platform of choice.
Supported Platform Guides
Custom Setup
Create an Endpoint
An endpoint is sort of like an API key, except it’s a URL where you’ll send your completed meetings for processing.
Each endpoint is scoped to a single sub-account, so that when we receive the contact’s email address, we can search for a contact that matches that email within your sub-account.
Your endpoint will look like this:
https://gateway.streamlined.so/meetings/endpoint/abc123-abc123-abc123-abc123-abc123Integrations
To create an endpoint, head to Settings > Integrations and click on “New Integration.”
From there, you can select “Meeting Endpoint” and choose the kind of endpoint you’d like.
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Need to Get in Touch?
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