Convo AI and Salesflare

How to connect Convo AI

What you can automate

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

About Convo AI

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

Convo AI operations on Zapier

Triggers (3)

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.

Actions (4)

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.

Searches (4)

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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