Microsoft Dynamics 365
Match a reviewed meeting to the right account, contact and opportunity, then write the summary, decisions and follow-up activities without creating duplicate records.
Integrations & automation
Fits the systems your organization already runs on
Meetwise connects reviewed meeting outcomes to the systems your team already uses through a direct integration, controlled rollout or workflow configured around your process.
CRM and client records
Reviewed meeting context lands on the account, deal or client file it belongs to.
Attio
Create or update one Meeting Record, retain participant context and review person links before the approved summary and action items are delivered.
HubSpot
Connect a meeting to reviewed contacts, companies and deals, add one idempotent meeting note and create approved follow-up tasks for the right owner.
Salesforce
Link reviewed participants and opportunity context to Salesforce, then deliver one traceable meeting record and the approved follow-up without duplicate writes.
Pipedrive
Resolve people, organizations and deals before a reviewed meeting note and follow-up are written to the selected Pipedrive context.
Exact Online
Configure a controlled hand-off from meeting outcomes to the relevant relation, administration or project, based on the records and permissions your team approves.
AFAS
Map reviewed meeting outcomes to the relevant relation, case or project and configure the tasks, documents or workflow steps that should follow.
Microsoft 365
Identity, calendar, mail, tasks and documents within the tenant and permissions you already manage.
Microsoft 365
Use Microsoft identity and calendar context, prepare reviewed Outlook follow-up and add Teams or business-system delivery only within the permissions selected by the organization.
Outlook
Use calendar events to identify subject, time and attendees, then prepare a personal email draft or follow-up appointment for review in Outlook.
Microsoft Teams
Import transcripts for explicitly scoped organizers and process online and in-person conversations through the same private-by-default meeting workflow.
Microsoft Planner
Configure approved action items as Planner tasks with an owner, due date and meeting reference in the plan selected during implementation.
SharePoint
Configure reviewed summaries or exports for the right SharePoint library while preserving the site's existing access model and document structure.
OneDrive
Configure a controlled export of approved meeting files to a selected OneDrive location instead of moving and renaming downloads by hand.
Google Workspace
Calendar context and explicit follow-up actions for teams working in Google Workspace.
Google Workspace
Combine Calendar context with explicitly initiated Gmail, Drive, Docs or Sheets actions, using one scoped Google connection and a review step before delivery.
Google Calendar
Read nearby calendar events to identify meeting context and attendees; any follow-up appointment remains an explicit, reviewed action.
Gmail
Turn approved actions into a personal Gmail draft for the user to review and send; Meetwise never silently sends mail on the user's behalf.
Google Drive
Save an approved summary or transcript as a file Meetwise creates itself, without requesting access to browse the customer's existing Drive content.
Google Meet
Process a supplied Google Meet recording or transcript through the same summary, action and follow-up workflow; automatic import is scoped separately.
ERP and sector systems
Controlled workflows connect meeting outcomes to the records and processes specific to your organization.
Microsoft Dynamics 365 Business Central
Use the Meetwise extension to link a reviewed meeting to an existing customer, contact or project and update the same auditable record on resync.
BaseNet
Prepare a reviewed legal hand-off linked to the selected client and matter, with explicit completion tracking instead of claiming unsupported native write-back.
Visma
Configure reviewed meeting outcomes for the relevant customer, employee, client or administration and the exact tasks or documents that should follow.
Unit4
Map client and project conversations to the right Unit4 context and configure controlled delivery of decisions, actions and project follow-up.
SAP
Design a governed workflow from approved meeting outcomes to the relevant SAP customer, project, task, document or approval context.
Oracle NetSuite
Configure reviewed notes and actions for the selected customer, opportunity, order or project, with record matching agreed before write-back.
Workday
Configure reviewed interview or employee-conversation notes for the right workflow while keeping assessment and selection decisions with the responsible people.
Can’t find your system?
We assess the available API, permissions and required record matching, then configure a controlled custom workflow for your CRM, ERP or industry system.
Not sure how your stack should be mapped?
Walk us through your CRM, ERP, calendar and document setup and we will map the context, permissions and follow-up actions Meetwise can take over.