Object Type
Meetings sync as a completed Task (aka "Activity") in Salesforce
Assignee
The task uses Oauth tokens to create each task 'as' the Salesforce licensee to whom that token belongs.
This means that we do not use conventions like matching the name of the email inbox owner or the name of the Truly account holder, but rely on the Oauth integration to identify who the Task is being logged as.
Task Sync Template
Emails Sync with the following Templates.
Task Subject
Web Meeting YYYY-MM-DD HH:MM:SS
For example:
Web Meeting 2021-12-31 13:00:00
Task Body
The task body follows the format below.
##Truly-AI-Summary##
AI Summary of what the customer talked about
##
Meeting ID: bdd41e7897a34fd0ab8fe9ae119b8a1f
Meeting Invitees: erol@acme.com, brian@acme.com, jill@customer.com
Recording: {{recording link if recording turned on}}