sales-skills/sales-jamie

Jamie Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

1. What do you need help with?

   • A) Initial setup — installing the app, connecting calendar, first recording
   • B) API integration — pulling transcripts/summaries programmatically
   • C) Webhook setup — automating workflows when meetings complete
   • D) CRM sync — connecting HubSpot, Salesforce, or Attio
   • E) Notes sync — Notion, Google Docs, or OneNote
   • F) Speaker recognition or custom terminology
   • G) Pricing / plan selection
   • H) Troubleshooting — recording not working, missing content, sync issues

2. Which plan are you on?

   • A) Free (10 meetings/mo, 30 min limit)
   • B) Plus (20 meetings/mo, 2 hr limit)
   • C) Pro (unlimited meetings, 3 hr limit)
   • D) Team (Pro features + centralized billing)
   • E) Enterprise (SSO, admin controls, EU residency)
   • F) Not sure / evaluating

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

Step 2 — Route or answer directly

| Problem domain | Route to | |---|---| | Choosing between note-takers (Jamie vs Fireflies vs Fathom etc.) | /sales-note-taker {user's question} | | Reviewing a specific sales call for coaching | /sales-call-review {user's question} | | Building a coaching program | /sales-coaching {user's question} | | General CRM/tool integration patterns (Zapier, iPaaS) | /sales-integration {user's question} | | HubSpot platform config (beyond Jamie sync) | /sales-hubspot {user's question} | | Salesforce platform config (beyond Jamie sync) | /sales-salesforce {user's question} |

Otherwise, answer directly below.

Step 3 — Jamie platform reference

Read references/platform-guide.md for the full platform reference — modules, pricing, API endpoints, webhook setup, integrations, data model.

Answer the user's question using only the relevant section. Don't dump the full reference.

Step 4 — Actionable guidance

You no longer need the platform guide — focus on the user's specific situation.

• API vs webhooks: Use webhooks (meeting.completed) for real-time pipelines; use REST API for batch queries and search. Combine both for production: webhook for push + nightly reconcile poll.
• Personal vs workspace keys: Personal keys see only your meetings + shared ones. Workspace keys (admin-created) see all workspace meetings — use for team-wide dashboards or CRM sync.
• Plan gating: API/webhooks require Pro+. CRM sync (HubSpot/Salesforce/Attio) requires Pro+. Free and Plus are personal-use only.
• MCP: Community-built vicampuzano-jamie-mcp connects Jamie to Claude/ChatGPT/Cursor — requires Pro+ and JAMIE_API_KEY env var.

If you discover a gotcha, workaround, or tip not covered in references/learnings.md, append it there.

Gotchas

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.

• Processing delays. Summaries can take 5-10 minutes even for short meetings. Users report summaries getting stuck in "processing" — if this happens, check for app updates or restart Jamie.
• Lost/failed recordings. Multiple users report entire meetings lost, especially during app upgrades. Never update Jamie mid-meeting. For high-stakes calls, keep a backup recorder.
• Speaker identification is inconsistent. Mislabeling, duplicating, and phantom speaker tags are common. In large meetings (7-8+ people), entire participants may be left out. Manually correct speakers in early meetings to train speaker memory.
• No video recording. Audio only. If you need to review slide shares or demos, pair with a screen recorder or choose a video-capable note-taker.
• No Android app. Desktop (Mac/Windows) and iOS only.
• Free tier is very limited. 10 meetings/month with a 30-minute cap. Most competitors offer more generous free tiers (Fathom: unlimited free recordings).
• No native Zapier integration. Automation goes through Make.com or custom webhooks.
• CRM sync is Pro+ only. Free and Plus plans can't push notes to HubSpot/Salesforce/Attio.
• Webhook endpoint URL can't be updated. Delete and recreate if the URL changes. Events are also immutable after creation.
• Audio deleted after transcription. You can't re-listen to or re-process a meeting.

Related skills

• /sales-note-taker — Compare note-takers, plan API integration architecture, normalize transcript formats across vendors
• /sales-call-review — Review a specific call for coaching
• /sales-coaching — Build coaching programs that consume call data
• /sales-integration — General CRM/tool integration patterns (Zapier, Make, webhooks, iPaaS)
• /sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-do -a claude-code -y

Examples

Example 1: Setting up Jamie webhooks with Make.com

User says: "I want Jamie to automatically create a Notion page for every meeting." Skill does:

1. Confirms user is on Plus+ plan (webhooks require it)
2. Walks through: Jamie Settings → Integrations → Webhooks → Create Webhook → paste Make.com webhook URL
3. Notes to select meeting.completed event and API Key auth with x-make-apikey header
4. Shows Make.com scenario: webhook trigger → parse JSON → create Notion page with summary + action items Result: Automated Notion pages for every completed meeting.

Example 2: Building a transcript pipeline via Jamie API

User says: "I need to pull all meeting transcripts from Jamie into our data warehouse nightly." Skill does:

1. Recommends workspace API key (admin-created, sees all workspace meetings)
2. Shows: GET /v1/workspace/meetings.list with date filters → paginate via nextCursor → for each meeting GET /v1/workspace/meetings.get for transcript (Markdown format); base URL https://beta-api.meetjamie.ai
3. Flags 100 req/min rate limit — add throttling for large workspaces
4. Suggests hybrid: webhook for real-time + nightly batch to catch gaps Result: Production-ready architecture for transcript ingestion.

Example 3: Jamie not picking up speakers correctly

User says: "Jamie keeps labeling my colleague as 'Speaker 2' instead of their name." Skill does:

1. Explains speaker memory: Jamie learns speakers over time from repeated meetings
2. Walks through: manually label speakers in the first few meetings → Jamie's speaker memory learns the voice
3. Notes custom words feature for proper nouns and company-specific terminology
4. Flags: bot-free recording relies on device microphone quality — if remote participants are quiet, diarization suffers Result: Clear steps to improve speaker identification accuracy.

Troubleshooting

Meeting summary stuck in processing or lost entirely

Symptom: Meeting ends but summary never appears, stays in "processing" indefinitely, or disappears Cause: App update during recording, network interruption, or processing pipeline failure. Users report ~80% reliability — critical meetings can be missed. Solution: Never update Jamie during an active meeting. If stuck: restart the Jamie app, check for pending updates, and verify internet connectivity. For high-stakes meetings, run a backup recorder (screen recording or a second tool). If a summary is lost, there's no recovery — Jamie deletes audio after transcription.

Speaker mislabeled or missing in large meetings

Symptom: Speakers labeled as "Speaker 2" instead of names, phantom speaker tags appear, or participants entirely missing from transcript (common in 7-8+ person meetings) Cause: Bot-free recording relies on device microphone quality. Remote participants with poor audio, crosstalk, or similar voices cause diarization failures. Speaker memory needs multiple meetings to learn voices. Solution: Manually correct speaker labels in the first 3-5 meetings with each person to train speaker memory. Use custom words for uncommon names. For large meetings, ensure good microphone quality (headset > laptop mic). Accept that large-group diarization will be imperfect — consider Gong or Fireflies for 8+ person calls.

Webhook not firing after meeting ends

Symptom: Webhook endpoint never receives meeting.completed event Cause: Webhook requires Plus+ plan, endpoint must be HTTPS, or webhook was created with wrong event Solution: Verify plan is Plus or higher. Check webhook URL is HTTPS (HTTP is rejected). In Jamie Settings → Integrations → Webhooks, confirm the webhook shows meeting.completed as the selected event. Test with a short meeting. Check delivery logs — Jamie retries up to 5 times with exponential backoff. Note: processing delays (5-10 min) mean the webhook fires later than expected — don't assume failure until 15 minutes have passed.