Agents: follow-up after your meetings

An agent is a saved instruction Jurnie carries out after your meetings: which meetings it's for and what it should do. When a meeting matches, the agent does the work and puts the result on the meeting's Agents tab. Anything it wants to change in another app waits for your approval, unless you choose to let an agent you trust go ahead.

Create an agent

1. Click Agents in the sidebar, then Add agent.
2. Pick Blank agent, or a ready-made agent from groups such as General, Client work or Commercial. The preview shows When it runs and What it does.
3. Click Use agent (or Start blank).
4. Adjust the fields, then click Add agent.

An agent that needs another tool is marked Requires with the tool's name, such as Requires HubSpot. It can't be used until that tool is connected; selecting one offers to connect it. See Connect Jurnie to your other tools.

The fields

• Name: unique among the agents you can see.
• When to run: the meetings it's for. Jurnie reads each processed meeting's transcript and runs only the agents whose description clearly matches, so "Sales calls with a prospect" works better than "important meetings".
• What the agent should do: its instructions. Without a connected app, its result stays in the run: a recap, a list or a draft email for you to review and send yourself.

Under Your settings, each person sets two switches for themselves:

• Email me when this agent finishes: on by default. It emails you when a run finishes, needs your review or fails, if Enable email notifications is also on in your account settings.
• Approve this agent's actions automatically: off by default. Turn it on for an agent you trust, and the changes it wants to make in other apps go through without waiting for you. Some actions always ask first. It only affects your own runs.

Share an agent

An agent you create runs on your meetings until you turn it off with its switch in Agents. To let colleagues use it, use the menu at the top of the agent's page and save, or the icon on its row in Agents. Under Share with, pick:

• Private: only you see it, and it runs automatically only on your meetings. You can also run it by hand on meetings shared with you. It used to be called "Personal".
• One of your teamspaces: its members can see it and turn it on for their own meetings. See Teamspaces.
• Anyone at your organization: everyone in your organization can see it and turn it on for their own meetings.

Once it's shared, choose under Access what they can do: Can run, or Can edit to let them change what it does and delete it too. Sharing it with a different teamspace, or with your whole organization, sets Access back to Can run. If your organization doesn't use teamspaces, or you aren't in one, the menu has three options instead: Private, Anyone at your organization can run this agent and Anyone at your organization can run and edit this agent.

Sharing never makes an agent run on anyone else's meetings: each person turns it on for their own. When you share it, Jurnie offers to tell your colleagues. Let everyone at your organization know, or Let your teamspace know for a teamspace, sends one email to the people there who haven't decided on it yet. You can send each one once per agent, right after sharing or later from the agent's page.

Only the agent's creator can change who it's shared with. If the creator leaves the teamspace an agent is shared with, or is removed from it, the agent becomes private and stops running for the people who turned it on.

Agent runs are private. Each run belongs to the person it ran for, and nobody else sees it, admins included. Like personal notes, everyone who opens a shared meeting has their own Agents tab. Nothing in a run changes another app without that person's approval, unless they turned on Approve this agent's actions automatically for themselves. Each person decides that for their own runs; turning it on doesn't affect anyone else. On an agent others can edit, automatic approval stays on for you even if someone changes what the agent does.

A run acts for the person it runs for. In a tool each person connects for themselves, such as Jira, it uses that person's own connection. A tool an admin connects once for the whole organization, such as HubSpot, works on any meeting.

Turn on an agent a colleague shared

Agents your colleagues share are under Shared with you in Agents. They don't run on your meetings until you turn them on. One you haven't decided on yet is marked New, and a dot shows next to Agents in the sidebar.

• To turn it on, use the switch on its row, or open it and click Turn on. It runs after your next meeting that matches.
• Not now removes the New mark and leaves the agent off. You can still turn it on later.
• For one of your meetings that already happened, open the meeting's Agents tab and pick the agent from Run another agent. Click Run agent to run it on that meeting, or Turn on for my meetings to have it run after your future meetings.

When agents run

• Automatically, after one of your own meetings has been processed: each agent that's on for you, at most once per meeting. Agents never run by themselves on meetings others share with you.
• By hand, on the Agents tab of any meeting you can open. On your own meeting, select an agent or pick one from Run another agent; on a meeting shared with you, pick one from Run an agent. Then click Run agent. To run an agent again, select it in the list and click Run again.

If you and a colleague both run an agent on the same meeting, each run acts on its own, so it can, for example, add a second note in your CRM.

See Review what an agent proposes.

Edit, copy or delete an agent

Click an agent in the list to open it. Changes apply to future runs only. The ⋮ menu has Duplicate, which makes a private copy, and, if you can edit the agent, Delete. Agents you can't edit open as Agent details, where you can turn them on or off for your meetings and change Your settings.