sales-jamie

What this skill does

# 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` with date filters → paginate → for each meeting fetch transcript (Markdown format)
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 wor