Importing meeting notes from an AI notetaker

Build an integration to automate adding meeting notes from your AI notetaker to customer records in ChartMogul.

Manually logging meeting notes can be time-consuming and prone to errors. Create an automated workflow that retrieves meeting summaries from your AI notetaker and adds them as notes or call logs to customer records in ChartMogul.

Your workflow should include these steps:

Retrieve meeting details
Search for a customer
Log a note or call

Retrieving meeting details from your AI notetaker

Use a webhook or API to pull meeting details from your AI notetaker.

Limitation of the integration. This integration won’t work if your AI notetaker doesn’t support webhooks or an API to fetch the meeting summaries and attendees’ email addresses.

Using a webhook

If your AI notetaker supports webhooks (e.g., Fireflies or Salesroom), subscribe to the webhook to receive notifications when new meeting details are available.

For example, Fireflies lets you set up a webhook that gets triggered when the transcription of a meeting is completed.

If the webhook’s payload lacks key details, make an additional API request to retrieve them.

For example, Fireflies doesn’t include notes or attendee details in its webhook payload. Use the Fireflies API to fetch the meeting transcript and attendees’ emails.

Using API polling

If your AI notetaker doesn’t support webhooks but offers an API, schedule a job to retrieve meeting details at regular intervals (e.g., every hour or day).

Searching for a customer in ChartMogul

Once you’ve fetched the meeting details and attendees’ emails, use the List Customers by Email endpoint to find a matching customer in ChartMogul.

curl -X GET "https://api.chartmogul.com/v1/customers/[email protected]" \
     -u YOUR_API_KEY:

ChartMogul::Customer.search("[email protected]")

ChartMogul.Customer.search(config, { email: "[email protected]" });

ChartMogul\Customer::search("[email protected]");

api.SearchCustomers(&cm.SearchCustomersParams{
  Email:  "[email protected]",
  Cursor: cm.Cursor{PerPage: 2},
})

chartmogul.Customer.search(config, email="[email protected]", per_page=2)

Logging a note or call in ChartMogul

If a matching customer exists, use the Create a Note or Call Log endpoint to add the meeting details to their record.

Adding a note

To log the meeting as a note, set the type to note and provide:

customer_uuid — The customer’s ID from your search.
author_email — The ChartMogul user’s email address.
text — The meeting summary and any other relevant details formatted as a single string. Use \n to indicate line breaks.
created_at — The date and time of the meeting in the ISO 8601 format.

curl -X POST "https://api.chartmogul.com/v1/customer_notes" \
     -u YOUR_API_KEY: \
     -H "Content-Type: application/json" \
     -d '{
            "customer_uuid":"cus_52eb54c2-dea0-11ed-ac96-ef735d89fca0",
            "type": "note",
            "author_email": "[email protected]",
            "text": "Provided a product demo focused on automation capabilities.",
            "created_at":"2025-03-01T00:00:00Z"
        }'

ChartMogul::Note.create!(
  customer_uuid: "cus_52eb54c2-dea0-11ed-ac96-ef735d89fca0",
  type: "note",
  author_email: "[email protected]",
  text: "Provided a product demo focused on automation capabilities.",
  created_at: Time.utc(2023, 11, 01),
)

ChartMogul.CustomerNote.create(config, {
  customer_uuid: "cus_52eb54c2-dea0-11ed-ac96-ef735d89fca0",
  type: "note",
  author_email: "[email protected]",
  text: "Provided a product demo focused on automation capabilities.",
  created_at: "2025-03-01T00:00:00Z",
});

ChartMogul\CustomerNote::create([
  "customer_uuid" => "cus_52eb54c2-dea0-11ed-ac96-ef735d89fca0",
  "type" => "note",
  "author_email" => "[email protected]",
  "text" => "Provided a product demo focused on automation capabilities.",
  "created_at" => "2025-03-01T00:00:00Z"
]);

api.CreateNote(&cm.NewNote{
  CustomerUUID: "cus_52eb54c2-dea0-11ed-ac96-ef735d89fca0",
  Type:         "note",
  Text:         "Provided a product demo focused on automation capabilities.",
  Author:       "[email protected]",
  CreatedAt:    "2025-03-01T00:00:00Z"
})

chartmogul.CustomerNote.create(
  config,
  data={
    "customer_uuid": "cus_52eb54c2-dea0-11ed-ac96-ef735d89fca0",
    "type": "note",
    "author_email": "[email protected]",
    "text": "Provided a product demo focused on automation capabilities.",
    "created_at": "2025-03-01T00:00:00Z",
  },
)

Adding a call log

To log the meeting as a call, set the type to call. In addition to the customer_uuid, author_email, text and created_at timestamp, include call_duration in seconds.

If your AI notetaker’s webhook or API doesn’t provide call duration, log the meeting as a note instead.

curl -X POST "https://api.chartmogul.com/v1/customer_notes" \
     -u YOUR_API_KEY: \
     -H "Content-Type: application/json" \
     -d '{
            "customer_uuid":"cus_52eb54c2-dea0-11ed-ac96-ef735d89fca0",
            "type": "call",
            "author_email": "[email protected]",
            "text": "Provided a product demo focused on automation capabilities.",
            "call_duration": 900
            "created_at":"2025-03-01T00:00:00Z"
        }'

ChartMogul::Note.create!(
  customer_uuid: "cus_52eb54c2-dea0-11ed-ac96-ef735d89fca0",
  type: "call",
  author_email: "[email protected]",
  text: "Provided a product demo focused on automation capabilities.",
  call_duration: 900,
  created_at: Time.utc(2023, 11, 01),
)

ChartMogul.CustomerNote.create(config, {
  customer_uuid: "cus_52eb54c2-dea0-11ed-ac96-ef735d89fca0",
  type: "call",
  author_email: "[email protected]",
  text: "Provided a product demo focused on automation capabilities.",
  call_duration: 900,
  created_at: "2025-03-01T00:00:00Z",
});

ChartMogul\CustomerNote::create([
  "customer_uuid" => "cus_52eb54c2-dea0-11ed-ac96-ef735d89fca0",
  "type" => "call",
  "author_email" => "[email protected]",
  "text" => "Provided a product demo focused on automation capabilities.",
  "call_duration" => 900,
  "created_at" => "2025-03-01T00:00:00Z"
]);

api.CreateNote(&cm.NewNote{
  CustomerUUID: "cus_52eb54c2-dea0-11ed-ac96-ef735d89fca0",
  Type:         "call",
  Text:         "Provided a product demo focused on automation capabilities.",
  Author:       "[email protected]",
  CallDuration: 900,
  CreatedAt:    "2025-03-01T00:00:00Z"
})

chartmogul.CustomerNote.create(
  config,
  data={
    "customer_uuid": "cus_52eb54c2-dea0-11ed-ac96-ef735d89fca0",
    "type": "call",
    "author_email": "[email protected]",
    "text": "Provided a product demo focused on automation capabilities.",
    "call_duration": 900,
    "created_at": "2025-03-01T00:00:00Z",
  },
)