Microsoft Dynamics 365
Meetwise automatically links each conversation to the right account, contact and opportunity, records the summary, decisions and action items and updates follow-up activities.
Integrations & automation
Connect Meetwise to the systems you already use
Meetwise automatically brings insights, agreements and action items to the right customer, record, project or team.
CRM and client records
The conversation ends up on the account, deal or client file it belongs to.
Attio
Meetwise automatically matches attendees to the right people and companies, then adds the meeting summary, agreements and next steps to those records.
HubSpot
Meetwise automatically links conversations to the right contacts, companies and deals, adds the meeting note and creates follow-up tasks for the responsible owner.
Salesforce
Meetwise automatically logs each conversation against the right lead, contact, account or opportunity and updates the meeting notes, activities and follow-up tasks.
Exact Online
Meetwise automatically files client conversations with the right relation, administration or project and adds the relevant notes, documents, appointments and follow-up actions.
AFAS
Meetwise processes meeting outcomes in the right relation, case or project record and automatically starts the associated tasks, appointments, documents and workflows.
Microsoft 365
Sign-in, calendar, mail, tasks and document storage in the tenant you already run.
Microsoft 365
Meetwise automatically connects meeting outcomes with Outlook, Teams, Planner, SharePoint and OneDrive, using your organization's existing accounts, permissions and workflows.
Outlook
Meetwise uses calendar events to recognize attendees, subject and context, then automatically prepares personalized follow-up emails and schedules the right follow-up appointments in Outlook.
Microsoft Teams
Meetwise automatically captures and processes Teams meetings, bringing online and in-person conversations together with the same summaries, action items and follow-up.
Microsoft Planner
Meetwise automatically turns action items into tasks with an owner, due date and meeting reference and places them in the right team plan or project.
SharePoint
Meetwise automatically archives approved summaries, transcripts and meeting documents in the right client, case or project library, following existing access permissions.
OneDrive
Meetwise automatically saves personal recordings, summaries and exports in the right folder, removing the need to download, rename and move files manually.
Google Workspace
The same workflow for teams that live in Calendar, Gmail and Drive.
Google Workspace
Meetwise automatically connects meeting outcomes with Calendar, Gmail, Drive and Meet while retaining your organization's existing accounts, folder structure and access rules.
Google Calendar
Meetwise automatically recognizes attendees, subject and context from calendar events and creates follow-up appointments with the right people directly from the conversation.
Gmail
Meetwise automatically prepares a personalized follow-up email from the conversation and places it in your own Gmail mailbox, ready for the configured follow-up workflow.
Google Drive
Meetwise automatically stores summaries, transcripts and related documents in the right shared client or project folder.
Google Meet
Meetwise automatically captures, transcribes and summarizes Google Meet conversations, then sends action items and agreements into the same follow-up workflow as in-person meetings.
ERP and sector systems
Meeting outcomes update the right records, projects, tasks, documents and workflows across finance, services, care and hiring systems.
Visma
Meetwise automatically links conversations to the right customer, employee, client or administration and adds the relevant notes, documents, tasks and appointments to that record.
Unit4
Meetwise automatically links client and project conversations to the right record, captures decisions, creates tasks and updates project progress and follow-up work.
SAP
Meetwise turns agreements from conversations into business actions by updating customer and project records, storing documents and starting tasks and approval workflows.
Oracle NetSuite
Meetwise automatically links conversations to the right customer, opportunity, order or project and updates the meeting notes, follow-up actions, tasks and project information.
Workday
Meetwise automatically files interviews and employee conversations in the right candidate or employee record, including summaries, assessments, agreements and next steps.
Can’t find your system?
We will assess which connection or data exchange best fits your workflow.