Connect Hedy AI and M1 Finance to Build Intelligent Automations
Enable Integrations or automations with these events of Hedy AI and M1 Finance
Enable Integrations or automations with these events of Hedy AI and M1 Finance
Triggers
New Highlight Created
runs when New Highlight Created
Session Ends
runs when Session Ends
Actions
Get Session Details
Get a session's details, including transcript, conversation and meeting minutes
Get Highlight Details
Get a highlight's original quote, cleaned quote, and AI insights.
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Frequently Asked Questions
To start, connect both your Hedy AI and M1 Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in Hedy AI triggers actions in M1 Finance (or vice versa).
Absolutely. You can customize how Hedy AI data is recorded in M1 Finance. This includes choosing which data fields go into which fields of M1 Finance, setting up custom formats, and filtering out unwanted information.
The data sync between Hedy AI and M1 Finance 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 M1 Finance. 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.
About Hedy AI
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.
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About M1 Finance
M1 Finance is a comprehensive financial platform that combines investing, borrowing, and spending in one place. It offers users the ability to create custom investment portfolios, access low-cost borrowing, and manage their finances with ease. With its intuitive interface and automated features, M1 Finance empowers individuals to take control of their financial future.
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