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JasonK1
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Member since ‎Aug 10, 2022
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JasonK1 on November 24, 2025
Summon notetaker with a click
Occassionally we'll remove the notetaker from a call and want to add it back. Or we'll make a mistake in scheduling such that the notetaker doesn't join as we'd like it to. In these cases, we'd like the ability to summon the notetaker to a c read more
Reply Idea Meetings
0 upvote
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JasonK1 on November 24, 2025
Share Notetaker recordings outside of company
We'd like the ability to share recordings that the notetaker made with external parties. Sometimes those who we record want a copy for their own records or so they can share it with others who weren't able to make the meeting from their end.
Reply Idea Meetings
3 upvotes
3 Replies
JasonK1
Participant
September 23, 2025
Reply to Injecting a message into live chat
We figured this out. There was just a problem with the 'recipients'. The 'actorId' was missing. We ended up grabbing the 'recipients' information...read more
Solved
JasonK1 on September 08, 2025
Injecting a message into live chat
I wrote a workflow to watch for stale live chats, closing them if they are stale for too long, and now I'm trying to figure out how to inject a message (e.g., "Are you still there?", "I'm closing this chat. Please follow up if you would like further read more
Reply Discussion Python
0 upvote
2 Replies
JasonK1 on June 02, 2025
Hubspot tickets linked in Slack have reply thread and ticket comments synced
A common workflow at our company is that someone will post a support ticket from Hubspot into Slack to get help from a relevant team. We would ideally like the replies on the Slack thread created by that post to be synced to the ticket and for s read more
Reply Idea Integrations
0 upvote
0 Reply
JasonK1
Participant
April 02, 2025
Reply to How to view form content in lead object in Sales Workspace
I saw that more information is available in the lead record now under "Previous activities" - this is great! The form information still isn't visible...read more
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