Sales Intelligence assistants send to webhooks and flows

A Sales Intelligence assistant reads each recorded meeting, pulls out what you care about and sends it where your team works. You find assistants in AI Notetaker, in the Assistants tab. Now you choose which meetings each assistant runs on, and it can deliver its results to your own systems.

Choose the meetings

• Meeting scope: Only meetings on my calendar keeps the assistant personal; All workspace meetings shares it with the workspace and runs it on every recorded meeting there.
• Meeting title filter (optional): keywords separated by commas. The assistant runs only when the meeting title contains at least one of them, ignoring capitals and accents. With demo, discovery it runs on a discovery call and skips a weekly team sync.

Send to a webhook or a Dapta flow

When you create an assistant, pick Webhook and enter the Webhook URL, with Headers (optional) if your endpoint needs them, or pick Dapta Flow and choose the flow to run. The list shows Flow Studio flows that start with a POST trigger.

Under What to send, tick the extracted fields that go in the payload, and add the meeting's own details, such as its summary or tasks, with Add extra field.

Shape the Slack message

For Slack, the Message template under Message content decides what the assistant posts. Click a variable under Insert placeholder to add meeting details or extracted fields, or click Use suggested layout. Message preview shows how the post will look.

A guided tour

In the Assistants tab, click How it works for a short guided tour that walks you through setting up your first assistant. If you don't see the tab, ask an admin of your workspace.