how-to-connect-a-notetaker-to-hibob

Do you want to automate meeting management and human resources? Connect Jamy.ai and HiBob to save time and improve accuracy in your processes. Here is what you need to know:

  • What do you need?

    • An active Jamy.ai account (€39/user/month, annual billing).

    • An active HiBob subscription with administrator permissions.

  • 3 ways to connect:

    1. Zapier: Quick setup with no technical knowledge required.

    2. Make: More advanced workflows with JSON.

    3. Direct webhooks: For users with technical experience.

  • Key benefits:

    • Automatic data transfer between platforms.

    • Multilingual documentation in over 50 languages.

    • Task automation and process customization.

How to get started? Choose the option that best suits your needs and follow the detailed steps to set up the integration. Simplify your work from today!

Before you start

Before setting up the integration between Jamy.ai and HiBob, make sure you have everything necessary to get started.

Required accounts

You will need the following:

  • An active Jamy.ai account with the Premium plan (€39 per user/month, billed annually) and valid credentials.

  • An active HiBob subscription with administrative access and valid credentials.

Required permissions

Ensure you have the appropriate permissions for both platforms:

Platform

Access Level

Required Permissions

Jamy.ai

Administrator

Integration management and webhook configuration

HiBob

Administrator

API access and webhook management

With these permissions, you will be able to set up the integration without any issues.

Optional tools

If you have no experience working with webhooks, you can use these tools to simplify the process:

  • Zapier: Automation platform that connects Jamy.ai and HiBob.

  • Make (formerly known as Integromat): A tool to create automated workflows.

If you are new to using webhooks, it is recommended to opt for Zapier or Make. If you have experience, you can set up a custom webhook directly in HiBob. Jamy.ai also allows you to automate workflows using your usual productivity tools.

3 ways to connect

There are three main ways to connect Jamy.ai with HiBob. Each varies in complexity and flexibility, depending on what you need.

Setup with Zapier

Zapier
  • Step 1: Go to Zapier, create a Zap, and choose Jamy.ai as the trigger and HiBob as the action.

  • Step 2: Configure the trigger in Jamy.ai to activate with a new meeting summary, and authorize access.

  • Step 3: Select the action you need in HiBob, such as creating a new note or updating an existing record.

Setup with Make

Make
  1. Create a scenario in Make: Set up a workflow to manage the integration.

  2. Configure the webhook in Make: Ensure you receive data from Jamy.ai in JSON format. Here’s what you need:

    Field

    Description

    Required Format

    Endpoint URL

    Make’s webhook URL

    Full URL with HTTPS protocol

    Headers

    Authentication headers

    JSON with credentials

    Payload

    Data structure

    JSON with specific fields

  3. Integrate with HiBob: Configure the HiBob module in Make to process the data and perform the necessary actions.

Direct configuration with webhooks

  1. Obtain the HiBob endpoint: Go to the webhook settings in HiBob, generate a new endpoint, and save the URL and authentication credentials.

  2. Configure the webhook in Jamy.ai: Use the following parameters:

    • URL: That of the endpoint provided by HiBob.

    • Method: POST.

    • Headers: Include the authentication credentials.

    • Data format: JSON.

  3. Testing and validation: Conduct tests to confirm that the data is transmitted correctly and that the fields are properly mapped in HiBob.

These options allow you to connect both platforms efficiently and according to your specific needs.

Advantages of the integration

Automatic data transfer

The integration eliminates the need to manually enter data, automating the workflow between platforms. This not only saves time, reducing the time spent on follow-ups after meetings by 40%, but also ensures that the information is accurate, as detailed in the data quality control section.

Data quality control

Automation helps maintain consistent and accurate information across platforms, even in environments that handle multiple languages. A. Sanchez, Founder of Taiga Floors, shares his experience:

"I have used different meeting assistants, but Jamy has worked the best for me in terms of language switching. I work with clients who speak both Spanish and English, and Jamy detects the language of the call and creates the meeting report in the correct language."

With support for over 50 languages, the platform ensures that information is recorded and transferred accurately. This allows consistent data to fit specific processes when necessary.

Custom process configuration

The integration offers options to adjust processes according to the specific needs of each team. Some key benefits include:

Function

Benefit

Impact

Custom webhooks

Automation of specific workflows

Fewer manual tasks

Custom templates

Adaptation to different types of meetings

Simplified processes

Automatic assignment

Immediate distribution of tasks

Better management of responsibilities

Alexia Lafitau, CEO of Odys.travel, highlights how this functionality has improved her team's efficiency:

"I love that Jamy automatically assigns tasks to the people who need to do them. I no longer have to create them manually, which saves a lot of time."

Thanks to this automation, her team has managed to increase task completion by 20% and reduce project delivery times by 10%.

Conclusion

The integration between Jamy.ai and HiBob facilitates both human resources management and meeting documentation. You can choose between three connection methods: Zapier, Make, or direct webhook, depending on what best fits your needs.

This implementation simplifies tasks, automates processes, and allows teams to dedicate more time to strategic activities. Among the advantages are automatic data transfer, multilingual quality management, and the possibility to customize workflows according to the specific demands of each organization.

Analyze your requirements and select the method that optimally enhances your processes.

Related posts

  • How to connect a notetaker with Teams?

  • How to connect a notetaker with Clickup?

  • How to connect a notetaker with Todoist?

Frequently Asked Questions

Frequently Asked Questions

Free trial plan for Jamy?
What are the pricing plans?
How does Jamy work?
How is my information protected?
Does Jamy integrate with other tools?

Jamy.ai

Jamy.ai is an AI-powered meeting assistant that joins your virtual calls, records audio and video, generates transcriptions, summaries, and extracts the main topics and tasks related to the meeting.

©2024 Copyrights Reserved by Jamy Technologies, LLC