Automate meetings from Slack, HubSpot or Sheets shortcuts

Getting what was said in your meetings into the tools your team uses no longer means building an assistant from scratch. The Panel of AI Notetaker has an Automate your meetings section with three shortcuts: Slack (a message in your channel after each meeting), HubSpot (a note on the contact or deal) and Google Sheets (a new row for every meeting).

How it works

1. Open AI Notetaker and, on the Panel, click Slack, HubSpot or Google Sheets under Automate your meetings.
2. Write what you want from your meetings in your own words, such as budget, objections and next steps, or tap one of the Ideas to start. Click Generate fields.
3. AI turns your words into fields you can edit. Rename them, use Add field or Remove field until the list is right, or Edit text to go back to your words.
4. Click Continue with Slack, HubSpot or Google Sheets. The assistant opens with your fields and that app already chosen. Connect the app if it isn't connected yet, choose the channel, sheet or record, and save.
5. If a recent meeting has already ended, Dapta asks Try your assistant now? Click Try it to run the assistant on your latest meeting and send the result to its destination, so you see what your team will get.

Send one meeting

A meeting's page also has Send this to buttons for the same three apps. Click one to send that meeting right away. After a manual send, Dapta offers to do it automatically after every meeting.

Good to know

• Prefer Dapta's ready-made instruction? Click Use the recommended template instead of writing your own.
• A shortcut shows Active once an assistant sends to that app.
• You see the shortcuts if you can create assistants.