HubSpot, Asana, Linear and Jira, AI coaching, clips and a team admin console

HubSpot, Asana, Linear and Jira

Connect your own account in Settings → Integrations, pick where things should go, and every finished meeting is sent there for you. No webhook to set up.

• Asana, Linear and Jira: each action item becomes a task or issue in the project or team you picked, assigned to its owner when their email matches someone in the tool. Nobody is ever guessed.
• HubSpot: the notes are logged on the contacts you met, their company and the open deal, with a task for each action item.
• Edit, finish or delete an action item in ForgeNotes and the same task is updated. Nothing is created twice.
• Each meeting shows where it was sent and whether it worked, with a Retry button, and each integration has a delivery history.

Part of Pro Plus.

AI coaching

The Insights tab now has coaching notes written for your meeting type, such as a sales call, a 1:1, an interview or a standup. Each note says what went well or what to try next time, and links to the lines it is based on. A note that the transcript does not support is dropped before you see it. Only you can see your coaching: it is never in share links or shown to teammates. Coaching runs on machines TheContentForge operates.

Part of Pro Plus.

Clips

Select lines in a transcript, or press Clip next to a decision or action item, trim it to the second, and save a clip of 3 seconds to 10 minutes. Meetings with video get a video clip too. Share a clip on a link of its own: it shows only that clip and the words said in it, never the rest of the meeting. All your clips are under Clips.

Part of Pro. Anyone can watch a clip you share.

Team admin console

Team owners and admins get an admin page for their team:

• Members with their role, when they joined and when they were last active, plus invites by pasted list or CSV.
• Policies: share new meetings with the team, allow or block public links, allow or block recap emails to people outside the team, choose which integrations members may connect, and set a minimum time meetings are kept.
• An audit log of every team change, with filters and a CSV download.
• Verify your company domain so colleagues can join the team themselves.

Part of Team.

Safer connections

Connecting Slack or any other tool now finishes inside ForgeNotes while you are signed in, so a connect link sent by someone else can never attach your account to theirs.