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Review meetings from other platforms

Hugo Dias avatar
Written by Hugo Dias
Updated this week

We support incoming Webhooks, allowing you to send us a transcript. We’ll automatically review it using the appropriate scorecard, ensuring seamless integration with your internal systems.

Whether it’s a call transcript or a WhatsApp conversation, we can review it and provide feedback in the same way.

This automation is recommended if the call recording tool you use isn’t supported by Triple Session. Please check our list of natively supported integrations.

For this case, we'll use:

  1. Webhook Received Trigger

  2. Review Meeting Action

  3. Zapier

Use case

"When we finish a meeting in our internal system, we want Triple Session to automatically review it"

Video Tutorial

Step by Step

  1. Start by connecting Slack in Settings > Integrations > Connect

2. Ensure to pick the Webhook Received event and connect it to the Review meeting action

3. Copy the Webhook URL, Automation ID header and API Key Header. You'll need to paste it in Zapier to authenticate the requests.

Upon receiving this webhook, the AI Coach automatically reviews the meeting using the appropriate Scorecard.

Webhook Payload Schema

The automation webhook expects a JSON payload with the following structure:

Required Fields

- sales_rep_email (string): The email address of the sales representative. It must match a Triple Session user email in your company

- transcript_body (string): The full transcript content of the meeting

Optional Fields

- meeting_id (string, optional): Unique identifier for the meeting

- meeting_name (string, optional): Name or title of the meeting

- meeting_duration_in_minutes (number, optional): Duration of the meeting in minutes

Example Payload

{
"sales_rep_email": "[email protected]",
"meeting_id": "meeting_12345",
"meeting_name": "Q4 Sales Review with Acme Corp",
"meeting_duration_in_minutes": 45,
"transcript_body": "John: Good morning, thank you for joining us today..."
}

Headers Required

- X-Automation-ID: The automation ID

- X-Automation-API-Key: The webhook secret/API key

Response Codes

- 200: Success - automation job enqueued

- 400: Bad request - invalid payload format or data

- 401: Unauthorized - invalid automation signature

- 429: Rate limit exceeded

- 500: Internal server error

Extra information:

- The sales_rep_email must match a Triple Session user email that belongs to your company.

- We strongly recommend sending an ID in the meeting_id field. This prevents reviewing duplicated meetings and adds idempotency to the endpoint.

- The transcript body must be provided as a String in the transcript_body field. We recommend using the VTT format for a better experience and accuracy.

- If a meeting name is provided, we’ll use it to name the report. Otherwise, we’ll automatically generate a name for the meeting.

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