Jamy

Learn how to create personalized Report Templates for each of your use cases; interviews, sales, customer discovery, 1:1s, weeklys, etc. 

Custom Templates

A Template is the blueprint Jamy follows to create a Meeting Report from a meeting or call. 

What are Templates?

This is where everything from What are Sections?, Types of Sections, Creating your first Section, and What are Templates? comes together.

Creating your first Template

Sections are the building blocks of a Template. Each Section is a set of instructions that tells Jamy how to process a meeting so it can generate a specific part of your Meeting Report.

What are Sections?

Learn the difference between the two Section types in Jamy and when to use each one.

Types of Sections: Q&A or Variable Capture and Text Generation


This walkthrough creates a Text Generation Section using Jamy’s AI features, then refines it manually. If you have not read it yet, start with Types of Sections: Q&A or Variable Capture and Text Generation — it explains how Text Generation Sections work and uses Summary as an example.



Creating your first Section

This is useful when you find a Public Library Section that is close to what you need, but not quite right. Duplicating lets you create your own editable copy without changing the original.

Duplicating an existing Section

In this article, we will test the Sales Call Pain Point Analysis Section created in Creating your first Section.

Testing Sections

Getting Started

Meeting Bots is Jamy’s AI notetaker. A bot joins your video call as a participant, then records, transcribes, and summarizes the meeting so you get notes, action items, and a full report without taking notes yourself.

Supported platforms: Google Meet, Zoom, Microsoft Teams, and Webex.

Meeting Bots (AI Notetaker)

This articles explains which notifications Jamy sends and how you can enable or disable each of them.

Configuring Notifications

This articles goes over how you can add team members to your Jamy Organization

Inviting Team Members to your Jamy Organization

This article explains how to turn an existing audio or video recording into a Jamy meeting report, with transcript, summary, tasks, and more without sending a bot to a live call.

Creating a Report from an Audio or Video File

Learn about the monthly and daily Calendar views in Jamy and how to control which meetings are processed. 

Calendar

Learn how you can change whether a meeting is going to be processed or not.

Changing Meeting Status in the Calendar View

Learn what appears in Jamy’s Calendar view, how meetings are colour-coded, and how this differs from Recordings.

What does the Calendar View show?

Find past meetings and reports quickly , without scrolling through years of calendar events.



How does searching for reports work?

Learn how to set Jamy’s general calendar rules so the bot joins the right meetings automatically.

If you want to change one meeting at a time, see: Changing Meeting Status in the Calendar View.

Changing Which Meetings Jamy Will Join

Yusef Jacobs

Learn about meeting Reports estructure and features

Reports

Replaying meeting recordings and reviewing the word-by-word transcript is one of Jamy’s most popular features. It lets you revisit every detail, give feedback to your team, capture key insights, and keep a record of what customers or vendors said — which can be very useful.


Access the Recording and Transcript

The Chat section of a Jamy Report lets you ask Jamy questions about the meeting and get answers grounded in what was discussed. Think of it as having a meeting-specific assistant you can interact with after the call.

Ask Jamy Questions in the Chat

Learn how to add your organisation's custom words and vocabulary to Jamy so they are always spelled correctly. You can add names, brands, providers, acronyms, product names, and any other terms Jamy might get wrong.

Add your Organization's Custom Words

Learn about the Comments section inside a Meeting Report and how you can collaborate with teammates — or ask Jamy a question — directly on a specific Topic or Task.

Communicate with Your Team and Jamy in the Comments Section

Lear how to manually add Section to a specific Report

Complement Your Report by Adding Custom Sections

Learn how Jamy extracts, displays, and helps you manage action items from your meetings in the Tasks section of a Meeting Report.

Tasks Section

Learn how Jamy identifies discussion themes in your meetings, how to add or delete Topics, and what the Topic detail view includes.


Topics Section

Manage contacts, view their profiles, and keep track of meeting history and follow-ups.

Contacts

Jamy’s Contacts feature helps your organisation build a shared record of the people you meet and the relationships you want to maintain.

Instead of keeping names, meeting notes, and follow-up information across different tools, you can store them in a Contact Profile connected to Jamy’s meeting and engagement features.

What Are Contacts?

Learn about the different ways contacts can be added to Jamy and how to update their information.

Creating and Editing Contacts

Learn how to quickly find people in a large contact database.

Searching, Filtering, and Organising Contacts


Learn how Jamy captures potential contacts from meetings and how to approve them.

Reviewing Pending Contacts from Meetings

Learn how to add relationship notes and contact someone directly from the Contacts page.

Adding Notes and Contacting People

Learn how you can connect Jamy to your favorite tools

Integrations

This article explains the two different ways you can connect Jamy to your video conferences, allowing your Assistant to join meetings, record them, and generate detailed meeting reports automatically.

Connecting Jamy to your Meetings

Learn how to connect Jamy to Trello so you can turn meeting tasks into Trello cards.



Connect Jamy to Trello

Learn how to connect Jamy to Monday so you can convert Jamy tasks into Monday items

Connect Jamy to Monday

Learn how you can connect Jamy to Slack so you can share Reports to your channels and ask Jamy questions about your meetings inside Slack. 

Connecting Jamy to Slack

This article explains how to create a report from a meeting or call recording using Jamy’s API, and how to manage API keys in the current app.


Creating a meeting or call Report With Jamy's API

Learn how to configure webhooks in Jamy so report data can be sent to any app via Zapier, Make, or your own API endpoint.

Jamy uses Svix as the webhooks platform.

Configuring Webhooks in Jamy

Learn how to enable live translation in your calls in more than 100 languages.

Live Translation

Learn the two ways to enable live translation in your calls. For adhoc meetins using our Chrome extension and for scheduled calendar meetings.