Flowmeets
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Integrations / AI connections

Use Flowmeets in ChatGPT, Claude and Copilot

Connect Flowmeets to ChatGPT, Claude, Gemini, Copilot or Grok. Then you can ask about meetings, calls and emails right in the chat, without pasting anything in. The assistant only sees what your Flowmeets account already has access to.

ChatGPT

Where do we stand with Nordvik Bygg?

ChatGPTvia Flowmeets

The pilot is confirmed. The revised phase 1 proposal goes out on Thursday and a three-week pilot starts after the signing on 14 November. Still open: who signs for the second site, and whether the pilot covers calls from the field.

Site reviewOct 19 · In the room · 42 minCall with Sara LindOct 17 · Phone · 6 minRevised proposalOct 21 · Email thread · 3 messages
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AI assistants and MCP

What is MCP?

MCP (Model Context Protocol) is the standard behind the connector. You add Flowmeets to your AI assistant. The assistant then fetches answers from your meetings, calls, emails, summaries, action items and Flows.

Works with
ClaudeChatGPTCopilotGeminiGrok

Supported assistants

ChatGPT

Add Flowmeets as a connector and sign in using the help centre guide.

Claude

In Claude, find Flowmeets in Claude's connector directory. Sign in and approve access. You can also follow the help centre guide.

Gemini

Add Flowmeets as a connector and sign in. The help centre guide covers the same MCP setup as for other assistants.

Grok

Add Flowmeets as a connector and sign in. The help centre guide covers the same MCP setup as for other assistants.

Microsoft Copilot

Flowmeets strengthens Copilot with context from your meetings, calls and emails. Your IT team first needs to install and enable the Flowmeets agent package for Microsoft 365 Copilot. Read about Microsoft Copilot.

Cursor

Flowmeets is listed in the Cursor directory. Open listing.

Other AI assistants that support MCP can use the same server.

The connector is not included in every plan. See Pricing.

Tools the assistant may use
Flowmeets · MCP · Anna Lund
Summaries
Action items
Companies and contacts
Transcripts
Coaching
Change or delete in Flowmeets Never

How permissions work

The same rules as in Flowmeets apply in the assistant:

You see your own meetings, calls and emails.

Admins can also reach meetings that have been shared with the team.

The assistant does not get more access than your account.

The assistant can only read, not change or delete anything in Flowmeets. You control what it can access.

After the meeting: notes in the CRM too

Flowmeets is not a CRM. After a meeting or call, the summary, the fields you allow and next steps can be written to your CRM, or to Startdeliver, on the company matched by domain. Text you typed yourself is not overwritten.

Find in HubSpotBreeze AssistantAnna Lund
DealsActions
Nordvik Bygg - Phase 1
Pipeline: Sales pipeline
Create date: 2 Oct 2026
NoteEmailCallTaskMeetingMore
About this dealActions
Deal ownerAnna Lund
Deal stageQualifiedProposal sent
Amount--240 000 SEK
Close date30 Nov 202614 Nov 2026
Next step--Revised proposal, Thursday
ActivitiesAboutCustomize
All activitiesNotesEmailsCallsTasksMeetings
Search activitiesActivityAll timeAll users
November 2026
Meeting by Anna Lund
Nov 6, 2026 at 2:00 PM CET
Site review with Nordvik Bygg
2:00 to 2:42 PM · Microsoft Teams · Sara Lind, Mikael Holm
Internal notes
Summary

Nordvik confirmed the pilot for phase 1. Sara Lind owns the budget and confirmed 240 000 SEK, excluding options. Mikael Holm leads the pilot on site.

Decisions
  • A three-week pilot with the site managers
  • The pilot starts after signing on 14 November
Open questions
  • Who signs for the second site
  • Whether the pilot covers calls from the field
Next steps
  • Send the revised proposal and the site plan on Thursday
  • Book the pilot start with Mikael Holm
Written by Flowmeets after the meeting
Logged email by Anna Lund
Nov 4, 2026 at 9:12 AM CET

Re: Pilot plan for phase 1. Sara, here are the figures you asked for.

Contacts (12)Add
SLSara Lind
Head of purchasingNordvik Bygg AB
MHMikael Holm
Site managerNordvik Bygg ABCreated by Flowmeets
Companies (1)Add
Nordvik Bygg ABPrimary
Construction · Stockholm
Tickets (0)Add
AttachmentsAdd

Security and control

You control who sees your meetings, calls and emails and how long they are kept. What applies in Flowmeets also applies through the connector:

Your access only
You only see what your account has access to.
Read only
The assistant can only read, not change or delete anything in Flowmeets. You control what it can access.
Sign-in and roles
SSO sign-in, optional multi-factor authentication and role-based permissions.
Encryption
Encryption: TLS 1.2+ in transit and AES-256 at rest.
Personal data redacted
The notetaker can redact personal data in transcripts and notes. (Applies to notetaker output
No training on your data
We do not use customer data to train AI models.
GDPR-aligned
Flowmeets is GDPR-aligned and a DPA is included.
Internal meetings stay private
Internal meetings are private by default and are never synced to the CRM or other systems.
Stored in the EU
Primary storage in the EU.

Ready-made prompts for sales, recruitment and customer success

Use in ChatGPT, Claude, Gemini, Copilot, Grok or Cursor once the Flowmeets connector is active. Replace the names in brackets. Prompts ask for meetings, calls, emails, summaries, action items and Flows.

Questions about Flows require that Flows is included in your plan. See Pricing.

Sales

  1. Where do we stand with [customer]? Use the customer's Flow and give a short status, recent decisions and what is still open.

  2. Summarise my latest meeting or call with [customer]. Include decisions, next steps and who owns them.

  3. Which action items are still open for [customer] or [deal]? List owner if available.

  4. What did [contact] say about budget, pricing or timeline in our recent meetings with [customer]?

  5. List my meetings with [customer] in the last 30 days and give one sentence per meeting on what happened.

  6. Search the latest meeting with [customer] for what was said about [topic, e.g. delivery or contract].

  7. What commitments did I make in yesterday's call with [customer], and which are still open?

  8. Is there a Flow for [customer or deal]? Show the summary, the latest meetings and open actions.

  9. How does [deal] score against our playbook in Flowmeets? What is still missing?

Questions

FAQ

In Claude, choose Flowmeets in the connector directory. In other assistants, follow the help centre guide.

Yes, once your IT team has installed and enabled the Flowmeets agent package for Microsoft 365 Copilot. Users then sign in with their Flowmeets accounts. Copilot gets the same permissions as the signed-in user.

The same as you see in Flowmeets: your own meetings, calls and emails, and as an admin, meetings shared with the team. The assistant does not get more access than your account. The assistant can only read, not change or delete anything in Flowmeets. You control what it can access.

ChatGPT, Claude, Gemini, Microsoft Copilot, Grok and Cursor, and other AI assistants that support MCP.

Further down on this page there are prompts for sales, recruitment and customer success.

Yes. Meetings, calls and emails are gathered in Flowmeets and in your Flows. If you get a CRM later, you just connect it.

Contact us

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