Convo AI and Salesflare

How to connect Convo AI

When new Meeting Recorded in Convo AI, create meeting, then create call in Salesflare.

Convo AI is a real-time AI meeting assistant that transcribes, summarizes, and generates follow-up emails for every conversation.

Start a workflow when this happens

Meeting Feedback Ready — Triggers when communication feedback is generated for a meeting.
Meeting Summary Ready — Triggers when a summary is generated for a meeting.
New Meeting Recorded — Triggers when a new meeting is recorded in Convo.

Things Salesflare can make it do

Generate Follow-Up Email — Generate an AI follow-up email based on a meeting conversation.
Generate Meeting Summary — Generate AI keypoints, decisions, and action items for a meeting. Returns cached result if available (no AI credit used).
Share Meeting — Generate a public share URL for a meeting.
Update Meeting Title — Update the title of a meeting.

Look up existing records

Find Meeting — Search for a meeting by title.
Get Meeting Feedback — Get communication feedback scores and coaching for a meeting.
Get Meeting Summary — Get cached keypoints, decisions, and action items for a meeting.
Get Transcript — Get the full transcript for a meeting.

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Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.