Do you want to save time in meetings and automatically improve task tracking? Connecting a notetaker with Make allows you to transcribe, summarize, and manage meetings effortlessly. Tools like Jamy.ai and automation platforms like Make combine to optimize your productivity.

Key benefits of this integration:

• Time-saving: Reduces manual meeting tracking by 70%.

• Automation: Generates summaries, detects key tasks, and transfers data to your CRM.

• Cost savings: Small teams can save between €40,000 and €120,000 per year.

Basic steps:

1. Select a compatible notetaker like Jamy.ai, which offers efficient API and customizable webhooks.

2. Set up Make to automate workflows with your meeting notes.

3. Connect key tools like CRM, Slack, or Trello to centralize management.

| Plan | Precio/mes | Características | Integraciones |
| --- | --- | --- | --- |
| Pay-per-minute | 0,05 €/min | Procesamiento ilimitado | Básicas |
| Starter | 19 € | Informes avanzados | Limitadas |
| Pro | 29 € | <a href="https://www.jamy.ai/en/blog/formatos-de-llamadas-personalizados" data-framer-link="Link:{"url":"https://www.jamy.ai/en/blog/formatos-de-llamadas-personalizados","type":"url"}">Plantillas personalizadas</a> | Slack, Trello, <a href="https://monday.com/" target="_blank" rel="nofollow noopener noreferrer" data-framer-link="Link:{"url":"https://monday.com/","type":"url"}" data-framer-open-in-new-tab="">Monday</a> |
| Premium | 39 € | <a href="https://www.jamy.ai/blog/webhooks-personalizados" data-framer-link="Link:{"url":"https://www.jamy.ai/blog/webhooks-personalizados","type":"url"}">Webhooks y CRM</a> | Todas disponibles |

Ready to transform your meetings? Set up your workflow in Make and start saving time and resources.

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Choosing a Compatible Notetaker with Make

Essential Features of the Notetaker

For a notetaker to work well with Make, it needs to have an efficient API and customizable webhooks that allow for process automation and connection with different tools.

The key points to consider are:

• Efficient API, to facilitate smooth communication with Make.

• Customizable webhooks, to trigger automations based on specific events.

With these requirements in mind, an outstanding option compatible with Make is Jamy.ai.

Main Notetakers for Make

Jamy.ai stands out as one of the most comprehensive tools compatible with Make. It has processed over 500,000 minutes of meetings and is trusted by more than 100 companies.

Among its most notable features are:

• Automatic meeting recording.

• Detailed transcriptions and summaries.

• Identification of key tasks.

• Extraction of main topics.

• Support for over 50 languages.

Comparative Table of Notetakers

| Plan | Precio/mes | Características Principales | Integraciones |
| --- | --- | --- | --- |
| Pay-per-minute | 0,05 €/min | Procesamiento y usuarios ilimitados | Básicas |
| Starter | 19 € | Informes avanzados, control de notificaciones | Limitadas |
| Pro | 29 € | Plantillas personalizadas, reproducción de vídeo | Slack, Trello, Monday |
| Premium | 39 € | Webhooks, integración CRM, soporte dedicado | Todas las disponibles

"Jamy.ai has been a game changer for my customer service 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 it manually, which took a lot of time."
– Chris Chaput, COO at Cadana

The experience of companies like Odys.travel reinforces the utility of these tools. Alexia Lafitau, CEO of the company, mentions that automatic task assignment has eliminated the need to do it manually, saving considerable time for her team.

With this information, you can choose the notetaker that best fits your needs and start configuring your automations with Make.

Make Setup Guide

Getting Started with Make

Follow these steps to create your account on Make and start automating workflows with your notetaker:

• Go to make.com and click on "Sign Up".

• Choose to sign up with your Google account or using your email.

• Fill in the fields with your name, email, and a password.

Note: The password must be at least 9 characters long and include uppercase letters, lowercase letters, a number, and a special character.

Once registered, access the main dashboard of Make. From there, you can start creating your workflows and connecting your notetaker.

Installing the Notetaker in Make

To integrate Jamy.ai with Make, follow these instructions:

1. Get your credentials

Log in to your Jamy.ai account and go to the settings section. Here you should:

• Generate a specific API key for Make.

• Check that your plan includes access to integrations (available with Pro and Premium accounts).

2. Set up the connection in Make

With your credentials ready, configure the integration:

• Create a new scenario in Make.

• Click on "Add new application".

• Search for Jamy.ai in the integration catalog.

• Enter the generated API key.

| <strong>Permiso</strong> | <strong>Ubicación</strong> | <strong>Descripción</strong> |
| --- | --- | --- |
| Token de API | Panel de Jamy.ai | Necesario para autenticar la conexión. |
| Permisos de Administrador | Cuenta de Jamy.ai | Requerido para establecer integraciones. |
| Webhooks | Configuración de Jamy.ai | Exclusivo para cuentas Premium

Make sure that all permissions are correctly configured before you start creating workflows. If you encounter connection issues, Make suggests disconnecting and re-authorizing the integration to update the permissions.

Creating Your First Workflow

Workflow Setup

With Jamy.ai connected to Make, it’s time to set up your first workflow:

1. In the Make dashboard, select "Create new scenario".

2. Select Jamy.ai as your initial application.

3. Select the trigger "New note created".

4. Set the basic parameters:

   • Execution frequency: every 15 minutes.

   • Date: DD/MM/YYYY.

   • Timezone: UTC+01:00 (Madrid).

To start, set the frequency to 15 minutes. This allows for efficient performance and you can adjust it later based on your needs.

Once done, connect your tools to maximize the workflow.

Connecting Tools and Data

With the basic workflow up and running, Make can integrate with other key tools in your business.

Integration with CRM

If you need to automatically sync meeting notes with your CRM, follow these steps:

1. Mapping and Filters

   Relate the fields from Jamy.ai to those in your CRM to ensure that the data transfers correctly:

   | Campo de Jamy.ai | Campo de CRM | Tipo de Dato |
   | --- | --- | --- |
   | Título de nota | Asunto de reunión | Texto |
   | Participantes | Contactos | Lista |
   | Tareas detectadas | Actividades pendientes | Lista de tareas |
   | Fecha de reunión | Fecha de contacto | Fecha/Hora
   
   

   Use filters to process only relevant notes, such as those tagged as "Client," meetings lasting more than 15 minutes, or that include assigned tasks.

2. Set Up Automatic Actions

   Establish what actions will occur when a new note is created:

   • Create an entry in the CRM activity log.

   • Assign tasks to the appropriate responsible person.

   • Schedule automatic follow-ups.

Before finishing, use the "Run Once" function to test the setup. This will allow you to verify that everything works correctly and make adjustments if necessary.

Testing and Improvements

Testing the Workflow

Use Make’s tools to thoroughly test the integration, particularly the "Run Once" feature in each module. For example, Deep Clone for Jira managed to reduce processing time by 80–90%, going from over an hour to just 6 minutes.

If you encounter errors, follow the steps described below to resolve them.

Troubleshooting Common Issues

The most common issues in the integration are usually related to configurations or permissions. Here is a table with practical solutions:

| Problema | Solución | Impacto |
| --- | --- | --- |
| Permisos de grabación en Zoom | Verifica que el anfitrión haya habilitado los permisos de grabación. | Asegura el funcionamiento correcto del notetaker. |
| Consumo oculto de tareas | Ajusta la frecuencia de sondeo en Make. | Reduce costes y mejora el rendimiento. |
| Acceso denegado a reuniones | Configura adecuadamente las salas de espera. | Permite que el notetaker acceda sin problemas

Improving Your Workflow

After resolving initial issues, make adjustments to continually improve the workflow:

• Performance Metrics: Monitor time saved and accuracy of notes using dashboards.

• Constant Adjustments: Modify the settings based on the analysis of logs and feedback received. For example, one case managed to reduce cloning from 500 items to just 45 minutes.

• Process Customization: Adapt the settings to meet your team's needs. Implementing methodologies like Scrum or Kanban can help you better manage updates.

These steps ensure that your workflow integrates efficiently with meeting automation.

Conclusions

Main Advantages

Integrating a notetaker with Make can transform the way you manage meetings, saving time and facilitating tracking. Here’s a summary of the main advantages:

| Característica | Uso Práctico |
| --- | --- |
| Detección Automática | Reduce el tiempo necesario para procesar información |
| Contextualización | Proporciona claridad con marcas de tiempo y descripciones detalladas |
| Gestión Centralizada | Ayuda a coordinar tareas y mejorar la colaboración del equipo

Tools like Jamy.ai stand out by offering automatic transcriptions and task detection in multiple languages, further enhancing the utility of this integration.

Steps to Get Started

Ready to get started? Follow these basic steps:

1. Activate your accounts: Ensure that both Make and the notetaker you choose are configured.

2. Set up your credentials: Obtain API tokens or OAuth2 credentials from your notetaker.

3. Connect the tools: In Make, create a new connection using the appropriate credentials.

To customize the setup according to your team’s needs, review the official Make documentation. It’s easier than it looks!

Related blog posts

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