Who can do this?
Meeting Assistant
Notes

Summary

UserGems Meeting Assistant connects to either Google Calendar or Outlook Calendar, automatically analyzes calendar events, detects and enriches meeting participants, sends a daily email update every morning about the meetings of the day, and adds those contacts to Salesforce under the right Accounts and Opportunities (if one was open when the meeting occurred).

Signup

UserGems Meeting Assistant signup page:

Features

Morning Update

Receive a daily email about who you'll meet today, including their company, title, LinkedIn and how often you and your team met with them.

Enrich Calendar Events

In addition to your Morning Update, UserGems will also display who you’re meeting with directly in Google or Outlook Calendar. You’ll see their names, titles, companies, locations and LinkedIn profiles.

Add Contacts to Salesforce (Admins only)

UserGems adds external meeting participants to Salesforce, assigns them to the right Accounts and adds them to existing Opportunities.

Users can receive the Morning Update by only connecting Gmail Calendar - but the main advantage of adding new and missing Contacts and Opportunity Contacts to Salesforce is achieved when connecting both, Gmail Calendar and Salesforce.

Add Team Members to Meeting Assistant (Admin Only)

As an admin, you can add your team to Meeting Assistant and activate Morning Update and Calendar Enrichment for them.

Google Calendar connection and scopes

UserGems requires:

  • Read access to Calendars, in order to find meeting participants and then provide their enriched information via Morning Update or directly to Salesforce. Meeting Participants will enriched with their names, titles, company they work at and linkedin profiles (https://www.googleapis.com/auth/calendar.events)
  • Read access to Events access in order to enrich back the meetings in your calendar with that information (https://www.googleapis.com/auth/calendar.readonly)
  • Team members can decide whether they want to enrich meeting invites with additional information like the title of the attendees, company information or linkedin profile data. In this case, UserGems also requires Write access to Events, in order to add the participants info to the description of each event (https://www.googleapis.com/auth/calendar.events)

Data Processing and Storage

UserGems collects and stores the least amount of data needed, and encrypts all data using modern, best-in-class encryption mechanisms.

UserGems stores the following information from Google Calendar:

  • Title of meeting (this is encoded and deleted 30 days after the meeting happened)
  • Meeting date and time
  • Meeting participants and their status (e.g. accepted)

This information is stored so it can be sent on a daily basis through the Morning Update email. 

The Morning Update displays the meetings of the day, who's participating and whether the person already met those participants in the past.

In order to display information about past meetings that occurred before with the participants, UserGems has to store this information after the meeting happened. It can also be used to send this information to the Salesforce at any point.

If Calendar Enrichment is enabled, UserGems also processes (but doesn't store) the description of the Meeting.

Google Oauth Keys are encrypted in Laravel with an application key and then stored in an encrypted database. The database is encrypted via TDE with AES 256.

UserGems is SOC-2 Type 2 and GDPR compliant.

Also See: Google API Services User Data Policy