
When this happens...
New Highlight Created
Session Ends

Automatically do this!
Create Team
Get Team Details
Update Team
Create Project
Get Team Projects
Get Project by ID
Update Project
Delete Project
Create Project Share Policy
Update Share Policy
Delete Project Share Policy
Create project share link
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When this happensTriggers
A trigger is an event that starts a workflow.
runs when New Highlight Created
runs when Session Ends
Action is the task that follows automatically within your Hedy AI integrations.
Get a session's details, including transcript, conversation and meeting minutes
Get a highlight's original quote, cleaned quote, and AI insights.
Create a new Chartbrew team and set branding, report refresh, and export permissions.
Retrieve details for a specific Chartbrew team using its team ID.
Update a Chartbrew team's name and settings, including branding visibility and report refresh/export permissions.
Create a new Chartbrew project and its initial dashboard in the selected team.

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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Hedy AI and Chartbrew accounts to viaSocket. Once connected, you can set up a workflow where an event in Hedy AI triggers actions in Chartbrew (or vice versa).
Absolutely. You can customize how Hedy AI data is recorded in Chartbrew. This includes choosing which data fields go into which fields of Chartbrew, setting up custom formats, and filtering out unwanted information.
The data sync between Hedy AI and Chartbrew 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 Hedy AI and Chartbrew. 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.
Hedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business processes.
Learn MoreChartbrew is a powerful tool for creating and managing data visualizations. It allows users to connect to various data sources and build interactive charts and dashboards, making data analysis and presentation seamless and efficient.
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