Do you want to automate tasks and sync information between your meetings and Smartsheet? Connecting Jamy.ai, a transcription and task management tool, with Smartsheet can save you time and improve your workflows. Here is a quick summary of how to do it:

• Direct method with webhooks: Set up a webhook in Smartsheet, link it with Jamy.ai and automatically sync data such as transcripts, tasks, and summaries.

• Alternative with third-party tools: Use platforms like Zapier or Make to connect both applications without technical complications.

Key benefits:

• Automatic transcriptions in over 50 languages.

• Detection and assignment of tasks without manual intervention.

• Custom reports and real-time syncing.

How to get started? Make sure to have API permissions in Smartsheet and a Premium plan for Jamy.ai (€39/month per user). Then, follow the detailed steps to set up the integration and optimize your processes.

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Before you start

To connect Jamy.ai with Smartsheet, make sure that both systems are correctly configured and that you have the necessary permissions.

Necessary permissions in Smartsheet

First, confirm that your Smartsheet account has permissions to use the API and webhooks. If you have doubts about the requirements, consult the official Smartsheet documentation.

Setting up Jamy.ai

Once you have verified the permissions in Smartsheet, proceed to set up Jamy.ai.

Make sure of the following:

• Active Premium plan: The Premium plan for Jamy.ai, which costs €39 per user per month (billed annually), includes the necessary tools to integrate webhooks.

• Webhooks enabled:

  • Go to the administration panel of Jamy.ai.

  • Enable the webhooks.

  • Configure the specific events you want to sync with Smartsheet.

• Necessary features activated: Check that your Jamy.ai account has these features enabled to ensure smooth integration:

| Función | Propósito |
| --- | --- |
| Detección de tareas | Identifica automáticamente acciones clave. |
| Transcripción | Procesa y organiza reuniones. |
| Integración webhook | Conecta con herramientas externas

Review these settings and adjust the webhooks according to the data you plan to send to Smartsheet.

Steps for direct connection via webhook

To connect Jamy.ai with Smartsheet using webhooks, follow these step-by-step instructions.

Set up the webhook in Smartsheet

Perform the following actions in Smartsheet:

1. Create the webhook

Access the Smartsheet panel and set up a new webhook:

• Go to the "Account Settings" section.

• In the side menu, select "Webhooks".

• Click on "Create new webhook".

• Assign a clear name, such as "Jamy.ai Integration".

2. Define the triggers

Select the events that will trigger the webhook:

• Check "Sheet Update" to keep notes in sync.

• Adjust the update frequency as needed.

• Specify the fields you wish to monitor.

When done, continue setting up Jamy.ai.

Connecting Jamy.ai to the webhook

Now, link Jamy.ai with the Smartsheet webhook:

1. Set up in Jamy.ai

From the administration panel:

• Navigate to the "Integrations" section.

• Select "Custom Webhooks".

• Click on "Add new webhook".

2. Enter the webhook details

Provide the required information:

| Campo | Descripción |
| --- | --- |
| URL del webhook | La URL generada por Smartsheet. |
| Formato de datos | JSON (necesario para Smartsheet). |
| Eventos | Selecciona "Finalización de transcripción" y "Detección de tareas". |
| Método | POST

3. Check the settings

Make sure everything works correctly:

• Run a test to verify the connection.

• Confirm that Smartsheet receives the data.

• Check that the data format is correct.

This direct integration with webhooks will facilitate the automation of data exchange between Jamy.ai and Smartsheet, optimizing your workflow.

Connection methods using third parties

In addition to using webhooks for direct connection, there are options that make integration even easier. If you are looking for simple solutions, automation platforms can be an excellent choice.

Connection with Zapier

Zapier makes connecting both applications easy and quick:

1. Set up Zapier

• Access Zapier and select Jamy.ai as the application that will start the process.

• Choose Smartsheet as the application that will perform the action.

• Authorize both applications to work together.

2. Create your workflow

Establish the following events and actions:

| Evento en Jamy.ai | Acción en Smartsheet |
| --- | --- |
| Nueva transcripción | Crear una nueva fila |
| Tarea detectada | Actualizar una hoja |
| Resumen de reunión | Añadir un comentario

3. Define the data transfer

• Select the fields you want to send from Jamy.ai.

• Map those data to the corresponding columns in Smartsheet.

• Apply formatting rules if necessary.

Connection with Make

Make (formerly known as Integromat) offers more advanced setup for automations:

1. Create a scenario in Make

• From the dashboard, add a Jamy.ai module.

• Connect it with a Smartsheet module.

• Define the frequency with which the flow will run.

2. Customize the data flow

Make allows for more detailed adjustments:

| Herramienta | Función |
| --- | --- |
| Filtros | Procesa solo las notas que necesites. |
| Transformadores | Cambia el formato de los datos. |
| Agregadores | Combina varias notas en una sola actualización

3. Optimize the operation

To ensure the connection runs smoothly:

• Adjust the update intervals according to your needs.

• Set alerts for potential errors.

• Establish data usage limits to prevent issues.

Make is ideal if you need to manage complex data, apply multiple conditions, or integrate additional tools into your workflow.

Check and troubleshoot connection issues

Test your connection

Before looking for solutions, verify that the initial connection works correctly.

1. Run a basic test

Create a new note in Jamy.ai and make sure that:

• The data is reflected in Smartsheet in less than 5 minutes.

• The information transfers with the expected format.

• The fields are correctly mapped to the corresponding columns.

| Elemento a verificar | Smartsheet | Jamy.ai |
| --- | --- | --- |
| Estado del webhook activo | Panel de webhooks activos | Registro de eventos |
| Permisos | Configuración de acceso | Estado de la conexión |
| Registros de actividad | Historial de cambios | Logs de integración

If this test does not yield the expected results, review the steps described below to identify and troubleshoot issues.

Troubleshooting common issues

Examine and correct the following possible inconveniences:

• Check that you have administrator permissions and access to the necessary sheets.

• Verify that the API credentials are up to date.

• Make sure the webhook URL is correct, active, and not blocked by a firewall.

• Confirm that the API call limit has not been exceeded.

• If the data does not appear, wait 5 minutes and run another test.

• Review that the date and time formats match on both platforms.

• Verify that the required fields are correctly assigned.

If the issue persists:

1. Deactivate and reactivate the webhook.

2. Check the settings in both Jamy.ai and Smartsheet.

3. If the error continues, contact Jamy.ai technical support.

Recommendations for a stable connection

• Regularly check the activity logs.

• Keep access credentials updated.

• Monitor API usage to avoid reaching the set limits.

Summary

After analyzing both connection methods, it is clear that Jamy.ai and Smartsheet work together to effectively automate meeting notes and tasks. This integration can be achieved in the following ways:

Direct connection via webhooks:

• Set up the webhook in Smartsheet.

• Link it with Jamy.ai using the webhook URL.

• Verify that the data transfer works correctly.

Connection through third-party tools:

• Use platforms like Zapier to integrate both tools.

• Set up the integration with Make for greater flexibility.

Both methods help improve meeting management. Among the benefits this integration brings are:

• Automatic creation of custom reports.

• Immediate assignment of tasks to responsible parties.

• Smooth synchronization of transcripts and summaries.

• Automatic extraction of important quotes.

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

To ensure the connection works correctly, remember to review periodically:

• The access permissions.

• The webhook configuration.

This integration improves workflow and ensures that teams remain coordinated, even when there are absences.

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