Workspace Webhooks

{
  "meta": {
    "retrieved_at": "2025-01-27T23:27:47.096395+00:00",
    "webhook": {
      "name": "#All Customer Calls",
      "source_type": "channel",
      "event": "conversation_completed",
      "destination_url": "https://your-webhook-endpoint.com/",
      "created_by": {
        "id": "user_id",
        "name": "Jane Doe",
        "email": "jane@test.com",
        "first_name": "Jane",
        "last_name": "Doe"
      },
      "source": {
        "id": "channel_id",
        "name": "All Customer Calls",
        "member_count": 97,
        "owner": {
          "id": "user_id",
          "name": "Owner Name",
          "email": "owner@test.com",
          "first_name": "Owner",
          "last_name": "Name"
        }
      }
    }
  },
  "data": {
    "id": "conversation_id",
    "title": "product launch meeting",
    "url": "https://otter.ai/u/conversation_id",
    "owner": {
      "id": "user_id",
      "name": "Jane Doe",
      "first_name": "Jane",
      "last_name": "Doe",
      "email": "jane@test.com"
    },
    "created_at": "2025-07-31T12:00:00Z",
    "process_status": {
      "abstract_summary": "finished",
      "action_item": "finished",
      "outline": "finished"
    },
    "calendar_guests": [
      {
        "name": "John Doe",
        "email": "john@test.com",
        "permission": "collaborate"
      }
    ],
    "shared_emails": [
      {
        "email": "jane@test.com",
        "user": {
          "id": "user_id",
          "name": "Jane Doe",
          "first_name": "Jane",
          "last_name": "Doe",
          "email": "jane@test.com"
        },
        "permission": "collaborate"
      }
    ],
    "shared_channels": [
      {
        "channel": {
          "id": "channel_id",
          "name": "All Customer Calls",
          "member_count": 97,
          "owner": {
            "id": "user_id",
            "name": "Owner Name",
            "first_name": "Owner",
            "last_name": "Name",
            "email": "owner@test.com"
          }
        },
        "permission": "collaborate"
      }
    ],
    "abstract_summary": "This meeting discussed the next steps in the project launch. The team reviewed timelines, identified key risks, and assigned action items to ensure a successful launch next week.",
    "conf_join_url": "https://calendar_meeting_url.com",
    "relationships": {
      "action_items": [
        {
          "id": "action_item_id",
          "text": "Follow up with the sales team about launch messaging and prepare customer-facing materials",
          "assignee": {
            "id": "user_id",
            "name": "Jane Doe",
            "first_name": "Jane",
            "last_name": "Doe",
            "email": "jane@test.com"
          },
          "status": {
            "completed": true,
            "created_at": "2025-07-31T12:00:00Z",
            "last_modified_at": "2025-07-31T12:00:00Z",
            "completed_at": "2025-07-31T12:00:00Z"
          }
        },
        {
          "id": "action_item_id_2",
          "text": "Coordinate with marketing to finalize launch timeline and promotional assets",
          "assignee": {
            "id": "user_id_2",
            "name": "John Doe",
            "first_name": "John",
            "last_name": "Doe",
            "email": "john@test.com"
          },
          "status": {
            "completed": false,
            "created_at": "2025-07-31T12:00:00Z",
            "last_modified_at": "2025-07-31T12:00:00Z",
            "completed_at": null
          }
        }
      ],
      "insights": [
        {
          "topic": "Decisions",
          "text": [
            "Launch scheduled for next week pending final API testing",
            "Marketing campaign will begin two days before launch",
            "Team will implement phased rollout approach to minimize risk"
          ]
        },
        {
          "topic": "Risks & Challenges",
          "text": [
            "Tight deadline may impact quality assurance",
            "Dependency on external API requires coordination with vendor",
            "Team fatigue noted as concern for post-launch support"
          ]
        }
      ],
      "outline": [
        {
          "section": "Project Overview and Timeline",
          "text": [
            "Jane Doe opened the meeting with a review of the product launch timeline",
            "Team confirmed readiness for next week's launch date",
            "Discussion of key milestones and dependencies leading up to launch",
            "Review of completed pre-launch tasks and remaining action items"
          ]
        },
        {
          "section": "Risk Assessment and Mitigation",
          "text": [
            "Team identified three primary risks: tight deadline, team fatigue, and external API dependency",
            "Discussion of mitigation strategies for each identified risk",
            "Agreement to implement phased rollout to reduce launch day pressure",
            "Plan to coordinate closely with external vendor for API stability"
          ]
        },
        {
          "section": "Marketing and Sales Coordination",
          "text": [
            "Marketing team presented launch campaign overview",
            "Jane Doe assigned to coordinate with sales team on messaging",
            "Discussion of customer-facing materials and launch communications",
            "Timeline established for marketing activities pre and post-launch"
          ]
        },
        {
          "section": "Action Items and Next Steps",
          "text": [
            "Team reviewed and assigned specific action items for launch preparation",
            "Follow-up meetings scheduled for the week prior to launch",
            "Agreement on communication protocol during launch week",
            "Plan established for post-launch review and iteration"
          ]
        }
      ],
      "transcript": {
        "content": "Jane Doe  00:00\nAlright everyone, thanks for joining. Let's dive into where we are with the product launch.\n\nJohn Doe  00:15\nWelcome to the project launch meeting! Excited to get this across the finish line.\n\nJane Doe  00:22\nSame here. So we're targeting next week for launch, which means we've got a lot to coordinate over the next few days. Let me walk through the key items we need to address.\n\nJohn Doe  00:35\nSounds good. I know marketing is ready to go, but we should probably talk about some of the risks we're seeing.\n\nJane Doe  00:42\nAbsolutely. That's actually first on my list. We've identified a few concerns - the tight deadline, team fatigue, and our dependency on that external API. Let's talk through mitigation strategies for each of these.\n\n\nTranscribed by https://otter.ai",
        "format": "txt"
      }
    },
    "custom_prompt": {
      "label": "Next Steps",
      "output": "# **Launch Preparation Plan**\n\n| Phase | Task | Owner | Deadline |\n|-------|------|-------|----------|\n| 1 | Finalize API integration testing | Engineering Team | 3 days before launch |\n| 2 | Complete marketing materials | Marketing Team | 2 days before launch |\n| 3 | Sales team briefing and messaging | Jane Doe | 2 days before launch |\n| 4 | Customer communications draft | Jane Doe | 1 day before launch |\n| 5 | Final go/no-go decision meeting | Leadership Team | Morning of launch |\n| 6 | Launch execution | All Teams | Launch day |\n| 7 | Post-launch monitoring | Engineering Team | Launch day + 3 days |\n| 8 | Launch retrospective | All Teams | 1 week post-launch |\n\n# **Key Priorities**\n\n**Immediate Actions:**\n• Jane to schedule sales team coordination meeting\n• Marketing to finalize promotional timeline and assets\n• Engineering to complete final API testing with vendor\n• Leadership to review phased rollout plan\n\n**Risk Mitigation:**\n• Implement phased rollout approach to reduce launch complexity\n• Establish daily check-ins during launch week\n• Create contingency plan for API downtime\n• Plan team capacity for post-launch support period\n\n**Success Metrics:**\n• Monitor system stability during first 48 hours\n• Track customer adoption and feedback\n• Measure marketing campaign performance\n• Assess team workload and identify support needs"
    }
  }
}

1. Set up a public auto-share channel for your Sales calls. This allows you to auto-share external calls from selected team members to a central channel.
2. Set up a channel-level webhook by setting the source = the public channel you set up.

1. Set up a meeting template to your preferences that is auto-applied to the calls you want exported.
2. Set up an output rule in the meeting template so that all auto-applied meetings with this template are shared to a public channel.
3. Set up a channel-level webhook by setting the source = the public channel you set up.

1. Set up a webhook where source = “Conversations shared to anyone in the workspace”.
2. Ensure the meeting notes are shared with “Workspace members”.