
When this happens...

Automatically do this!
Add a New User
Complete a Checklist Step
Add a Checklist Comment
Start Checklist Instance
Find a Checklist by Title
Find a Checklist Instance by ID
Find a Checklist Instance by Title
Find a Checklist Step by ID
Find a Procedure by Title
Find a Procedure or Checklist by ID
Find a User
Find a Checklist Step by Title
Add Collaborators
List Checklist Instance Comments
List Checklist Instances
List Collaborator Invites
Get Company
List All Company Roles
List Completed Checklist Steps
List Procedure Acceptance
List All Procedures
List All Security Roles
List All Time Zones
List All Users
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new comment is added to a checklist.
Triggers when a checklist instance is started.
Triggers when a checklist instance step is completed.
Triggers when a procedure has been accepted.
Triggers when a supervisor is invited for signoff.
Triggers when a checklist instance is finished.
Action is the task that follows automatically within your Meeting BaaS integrations.
Send AI bots to meetings
Remove a bot from an ongoing meeting using the API
Get meeting recording and metadata.
Create and invite a New User.
Mark a specific step in a checklist instance as complete.
Adds a new comment to an Activated Checklist Instance step.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Meeting BaaS and Way We Do accounts to viaSocket. Once connected, you can set up a workflow where an event in Meeting BaaS triggers actions in Way We Do (or vice versa).
Absolutely. You can customize how Meeting BaaS data is recorded in Way We Do. This includes choosing which data fields go into which fields of Way We Do, setting up custom formats, and filtering out unwanted information.
The data sync between Meeting BaaS and Way We Do typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Meeting BaaS and Way We Do. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Meeting BaaS is a comprehensive platform designed to streamline and enhance the process of organizing, scheduling, and conducting meetings. It offers a suite of tools to facilitate seamless communication, collaboration, and documentation, making it an ideal solution for businesses and teams looking to improve their meeting efficiency and productivity.
Learn MoreWay We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
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