Weflow

Connect Weflow to the tools your team already uses.

Integrations

How the Weflow notetaker joins and records Zoom meetings: no authentication needed, local recording enabled by the admin, and admission from the lobby.

Recording Zoom Meetings

Record and analyse Zoom meetings with Weflow.

Zoom

How the Weflow notetaker joins Google Meet calls as an anonymous participant, who can admit it, and the limitations for livestreams and breakout rooms.

Recording Google Meet Calls

Record and analyse Google Meet calls with Weflow.

Google Meet

How the Weflow notetaker joins Teams calls, the lobby settings that let it in, and what it cannot capture: PowerPoint Live, Whiteboard, breakout rooms.

Recording Microsoft Teams Meetings

Record and analyse Microsoft Teams meetings with Weflow.

Microsoft Teams

Deploy the Weflow Outlook add-in centrally from the Microsoft 365 admin center, choose who gets it, and use Fixed deployment so no user ends up without it.

How to Deploy the Outlook Add-In for Your Users

Outlook Add-In

The Microsoft Graph permissions the Weflow Entra ID application requests for mail and calendar access, and which admin roles can install it.

Entra ID App Permissions for Microsoft 365

If the Log to Salesforce button or the notes panel does not respond, other extensions or add-ins are often the cause. Steps to isolate and fix the conflict.

Troubleshooting the Weflow Chrome Extension & Outlook Add-In

Log emails and meetings from Outlook to Salesforce with suggested records, and enable open tracking. Supported Outlook versions and where to install it.

Introduction to the Outlook Add-In

The Outlook add-in and Microsoft 365 permissions.

Outlook & Microsoft 365

Install the Weflow Slack app from the Admin Console to get forecast reminders and meeting summaries in Slack, and deliver Agent Builder reports to a channel.

How to Connect Weflow to Slack

Slack

Why Salesforce creates a child event per attendee, when child events help activity reporting, when they double-count, and how to build reports that avoid it.

How to Manage Master and Child Events in Salesforce

Three ways to move old emails out of Salesforce data storage: third-party archiving apps, Salesforce Data Archive, or a manual export and purge in Data Loader.

How to Reduce EmailMessage Storage in Salesforce

Weflow works with Salesforce editions that include API access. See which editions are supported and which are not before you sign up.

Which Salesforce Editions Does Weflow Support?

Bi-Directional Sync to Salesforce

Connect Weflow to Salesforce: editions, sync, events and storage.

Salesforce

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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