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

Auto-Update HubSpot Deal Stages

Let AI automatically update HubSpot deal stages based on meeting content.

This workflow uses Optiverse meeting summaries + AI to determine deal progression and automatically update the deal stage in HubSpot.

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Auto Follow-Up Emails After Demos

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

Push Meeting Notes to Notion

Automatically send structured meeting notes to Notion databases after each meeting.