Summary
Thousands of teams already trust Jamie to capture their meetings. Agentic Workflows is the next step: it turns what's said in a meeting into the work that follows it, automatically.
Simply describe the outcome you want, in plain language, whether that's updating the CRM, writing a memo, briefing the team, or drafting the follow-up, and more, and Jamie helps you build it. Once it's approved and set up, it runs for every relevant meeting after.
There are no limits to the types of workflows that you can set. Connect Jamie to your existing tools and build complex, multi-step automations that work across all of them.
We're rolling out Agentic Workflows gradually across our user base. Sign up to get early access now.
What you'll be first to do:
- Updating CRMs: After a deal call, Jamie can automatically update the record in Affinity, Attio, DealCloud, or other systems with what was discussed.
- Adding new information to project documents: Jamie adds what's new from each call straight into a running project document in SharePoint or Notion, so your deal brief or IC memo grows with every meeting instead of living across scattered notes.
- Briefing your team: The moment a call ends, Jamie posts a short update to the right Teams or Slack channel, so the wider team stays informed without anyone writing a recap.