Do you want to automate tasks and optimize the management of meetings? Connecting Jamy.ai with ClickUp is the solution. This integration allows your meeting notes to automatically turn into assigned tasks, saving you time and effort.

Key steps to set up the integration:

• Prerequisites:

  • Premium subscription to Jamy.ai (€39 per month, billed annually).

  • Administrator permissions on both platforms.

• Connection methods:

  • Use tools like Zapier or Make for easy setup.

  • If you have technical experience, opt for a direct webhook for greater customization.

• Main features:

  • Automatic transcription and summarization of meetings.

  • Instant task creation in ClickUp.

  • Automatic assignment of responsibilities.

Benefits:

• Automation: Save time by eliminating manual processes.

• Accuracy: Ensures that all tasks are recorded.

• International collaboration: Automatically detects languages and adapts reports.

With this integration, you can focus on what matters while Jamy.ai and ClickUp handle the heavy lifting for you.

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Configuration requirements

Set up Jamy.ai and ClickUp accounts to work together efficiently.

Steps to set up the accounts

To connect both platforms, make sure to meet the following requirements:

• Jamy.ai account:

  • Have an active subscription (Premium Plan for €39 per month, billed annually).

  • Have administrator permissions to set up webhooks.

  • Have 200 minutes of transcription during the trial period.

• ClickUp account:

  • Access with administrator permissions.

  • Ability to create and manage webhooks.

  • Capable of setting up custom integrations.

What are webhooks?

Webhooks allow applications to communicate with each other automatically. To set up this connection, you have two main options:

| Método de conexión | Ventajas | Consideraciones |
| --- | --- | --- |
| Herramientas de automatización | Interfaz fácil de usar, plantillas preconfiguradas | Necesitarás una cuenta adicional. |
| Webhook directo | Mayor control, sin intermediarios | Requiere conocimientos técnicos básicos

If you are just starting out, it's best to use automation tools like Zapier or Make, as they offer guides and templates that simplify the process. On the other hand, if you have technical experience and want more control, setting up a direct webhook is a good option.

Before you begin, ensure that the accounts and permissions are configured correctly. Then, choose between Zapier, Make, or a direct webhook to establish the connection.

Connection methods

You can connect Jamy.ai and ClickUp in two ways, depending on your technical level. Here’s an explanation of both methods.

Setup with Zapier and Make

If you’re looking for a simple option, automation tools like Zapier and Make are ideal:

• Zapier: Log in, select Jamy.ai as the trigger and ClickUp as the action. Define the events you want to trigger.

• Make: Access Make, create a scenario, choose the Jamy.ai module, connect it with ClickUp, and adjust the parameters according to your needs.

This method is perfect for those looking for a quick and direct integration.

Direct webhook setup

For those who need greater customization, the direct webhook method is the best option:

• In Jamy.ai: From the Premium panel, generate a webhook URL and configure the events you want to trigger.

• In ClickUp: Go to custom integrations, create a webhook, enter the URL generated in Jamy.ai, configure authentication, and define the events.

Using automation tools is quick and requires basic knowledge, while webhooks offer more control and customization options for advanced users.

Integration settings

Configuration options

Configure Jamy.ai and ClickUp by adjusting events, templates, and task automation. These options allow you to tailor the workflow to your specific needs:

• Define events: Automatically generate tasks at the end of meetings and transfer transcriptions and summaries directly.

• Customize templates: Adjust data collection and organize information according to the needs of each project.

• Automate tasks: Automatically assign responsibilities to team members.

Configuration tips

Once the options are set, consider these tips to maximize implementation:

• Data structure: Use clear naming conventions, specific tags, and organize information in well-defined workspaces.

• Flow optimization:

  • Trigger webhooks only at key moments.

  • Use custom fields to ensure traceability.

  • Apply filters that prevent the creation of duplicate tasks.

• Best practices:

  • Start with a smaller pilot project.

  • Document the configurations that work best.

  • Regularly review the performance of automations.

With a balanced approach between automation and control, you can integrate these tools smoothly into your current processes.

Troubleshooting

Common issues and solutions

When integrating systems, technical issues can arise. Here’s a table with some frequent problems and their solutions:

| <strong>Problema</strong> | <strong>Causa</strong> | <strong>Solución</strong> |
| --- | --- | --- |
| Fallo en la sincronización de datos | Configuración incorrecta del webhook | Asegúrate de que la URL del webhook en Jamy.ai esté correctamente configurada y apunte al endpoint de ClickUp. |
| Formato de datos incorrecto | Incompatibilidad en la estructura de datos | Ajusta las plantillas de datos en Jamy.ai para que se alineen con los campos requeridos por ClickUp

Additionally, you can take these further steps to resolve issues:

• Confirm that the webhook URLs are correctly formatted and accessible from both platforms.

• Check the activity logs in Jamy.ai and ClickUp to identify specific errors.

Help resources

If you need more guidance, you can refer to the following resources:

Official documentation:

• Specific integration guides available in the Jamy.ai Help Center.

• ClickUp knowledge base with detailed information about webhooks and automations.

• Step-by-step tutorials for advanced configurations.

Support channels:

• Direct technical support through the Jamy.ai Premium panel.

• ClickUp community forums with tips and solutions shared by other users.

• Detailed documentation on troubleshooting integration issues.

To receive faster assistance, provide:

• Screenshots of any errors encountered.

• Relevant activity logs.

• Accurate information about your current setup.

• A clear description of the steps that led to the problem.

If the issue persists, the Jamy.ai Premium support team can review your configuration and help you resolve it.

Conclusion

Configuration summary

The integration between Jamy.ai and ClickUp facilitates automated management of tasks and meeting notes, simplifying key processes. The main steps to set it up include:

• Setting up accounts on both platforms.

• Activating webhooks to connect the systems.

• Creating custom templates tailored to the team’s needs.

With this initial structure, the next step is to optimize its use to maximize results.

Next steps

Improve automation and productivity:

• Design specific templates for different types of meetings.

• Set up automatic rules to assign tasks efficiently.

• Include quotes and descriptions that provide context to the tasks.

• Adjust notifications to keep the team informed.

Alexia Lafitau, CEO of Odys.travel, highlights:

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

Chris Chaput, COO of Cadana, also emphasizes the advantages:

"Jamy.ai has been a game changer for my customer success team. It allows them to automatically send meeting reports to clients, so they receive all the context and know the next steps. Previously, we did this manually, which took a lot of time"

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