Guides API Reference

Guides API Reference

Getting Started

Getting Started Quick Start Guide Admin Approval & Sign-Up Troubleshooting

How Recording Works How the Assistant Works The Meeting Recording Page Access & Sharing Deleting Recordings

Core Features

Protocols & Summaries What Are Protocols?Creating Custom Protocols Deep Analysis Protocols Protocol Gallery Verifying AI Accuracy

Optiverse Desktop App Capture: Transcribe Meetings Without a Bot or Recording Flow: Speech-to-Text Anywhere on Your Computer Tasks: AI-Powered Kanban for Meeting Action Items

OptiAgent & Meeting Search Multi-Meeting Search OptiAgent on the Recording Page Tips & Best Practices Use Cases by Role

Administration

Team & Workspace Setup

Workflow Recipes Auto Follow-Up Emails After Demos Auto-Update HubSpot Deal Stages Push Meeting Notes to Notion

Resources

IntegrationsWorkflow Recipes

Workflow Recipes

Ready-to-use automation templates you can deploy in minutes.

Pre-built workflow templates that solve common use cases. Each recipe includes step-by-step setup instructions and downloadable workflow files.

Auto Follow-Up Emails

Automatically draft personalized follow-up emails after demos.

Auto-Update HubSpot Deals

Let AI update deal stages based on meeting content.

Push Notes to Notion

Automatically send meeting notes to Notion databases.

Webhook Events

Receive meeting data automatically via outbound webhooks, ideal for n8n, Make, Zapier, or any HTTP endpoint.

Auto Follow-Up Emails After Demos

Automatically draft personalized follow-up emails using Optiverse meeting data and n8n.