| name | sales-jamie |
| description | Jamie platform help — bot-free AI meeting note-taker, REST API with personal and workspace keys, webhook automations, CRM sync to HubSpot/Salesforce/Attio, MCP server for Claude/ChatGPT/Cursor. Use when setting up Jamie for a sales team, connecting Jamie webhooks to Make.com or a custom endpoint, pulling meeting transcripts and summaries via Jamie API, syncing Jamie action items to Asana or CRM, troubleshooting Jamie not recording or missing speakers, comparing Jamie pricing tiers, or configuring Jamie speaker recognition. Do NOT use for choosing between note-takers (use /sales-note-taker) or reviewing a specific call for coaching (use /sales-call-review). |
| argument-hint | [describe what you need help with in Jamie] |
| license | MIT |
| version | 1.0.0 |
| tags | ["sales","note-taker","platform"] |
| github | https://github.com/meetjamie |
Jamie Platform Help
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
-
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
-
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.
