Connect Metaview and Speak Ai

Both apps 56Metaview 32Speak Ai 24

• Trigger
  New Conversation

  Triggers when a new conversation is available in Metaview.

• Action
  Build chart

  Creates a visual chart from conversation data with optional filtering, grouping, and timezone adjustment.

• Action
  Check enrichment status

  Returns enrichment status and usage metrics for candidate data, with options to scope by person or enrichment type.

• Action
  Create AI field

  Creates a new AI-powered field that analyzes conversations to answer a custom question, with configurable value type.

• Action
  Create report

  Builds a report from conversations with filtering, metrics, grouping, and custom field inclusion.

• Action
  Fetch candidates

  Looks up candidate information by ID, LinkedIn URL, email, or phone number in bulk.

• Action
  Find candidate's sequences

  Finds which outreach sequences a candidate is enrolled in using their ID, LinkedIn URL, email, or phone.

• Action
  Get note template

  Returns a note generation template by ID for use in automating note creation.

• Action
  Get search details

  Retrieves configuration and results for a sourcing search by ID.

• Action
  Get sourcing analytics

  Returns sourcing analytics and metrics grouped by user, search, or date range with filtering options.

• Action
  Get sourcing messages

  Lists outreach messages sent in a sourcing search with pagination support.

• Action
  Get User Context

  Returns information about the connected user account and available features.

• Action
  Give sourcing feedback

  Submits feedback on candidates from a sourcing search, optionally linking to the search that sourced them.

• Action
  Group conversations

  Groups recorded conversations by a field (like recruiter, stage, or outcome) and returns counts and metrics per group.

• Action
  List application reviews

  Returns a list of application reviews, optionally filtering by name or showing only active ones.

• Action
  List ATS jobs

  Returns ATS job postings, optionally filtered by job title.

• Action
  List ATS stages

  Returns hiring pipeline stages for a job, or workspace-level stages if no job is specified.

• Action
  List available fields

  Returns available data fields for reports, optionally filtered by name.

• Action
  List candidates in sequence

  Returns candidates enrolled in a sequence, with optional enrollment status and per-step delivery details.

• Action
  List field values

  Returns distinct values for a field across conversations, useful for building filters or dropdowns.

• Action
  List mailboxes

  Returns email mailboxes available in this Metaview workspace.

• Action
  List note template folders

  Returns folders of note templates organized in the workspace.

• Action
  List note templates

  Returns note templates available in the workspace, optionally filtered by name or with full section details.

• Action
  List sequences

  Returns candidate sequences, optionally filtered by name, creator, or status; includes full configuration if requested.

• Action
  List sourcing candidates

  Returns candidates from a specified sourcing search with optional filtering by pack, feedback status, and detail level.

• Action
  List sourcing searches

  Returns all sourcing searches with optional pagination.

• Action
  Manage candidate sequence

  Adds, pauses, resumes, cancels, removes, or updates candidate enrollments in a recruitment sequence.

• Action
  Manage note template

  Creates, updates, or deletes call note templates with customizable sections for structured note-taking.

• Action
  Manage sequence

  Creates, updates, duplicates, or deletes recruitment sequences.

• Action
  Search conversations

  Searches call conversations with optional filtering, sorting, and field selection.

• Action
  Search reports

  Searches reports by name, category, or ID with optional full configuration details.

• Action
  Send sourcing message

  Starts or continues a sourcing or research search with a message to the AI agent.

• Trigger
  New Magic Prompts Response

  Fires when Speak AI finishes answering an AI Chat (Magic Prompt) and delivers the final answer.

• Action
  Add Automation

  Create a new Speak AI automation.

• Action
  Add Field

  Creates a new custom field in your Speak AI account.

• Action
  Add Folder

  Create a new folder to organize media, text notes, and recordings.

• Action
  Ask AI Chat

  Ask a question about one or more media items or a folder and get the AI chat answer back.

• Action
  Delete Automation

  Delete an automation.

• Action
  Delete Folder

  Delete a folder.

• Action
  Delete Media

  Delete a media file from Speak AI.

• Action
  Delete Text Note

  Delete a text note.

• Action
  Get Media Insights

  Loads the analysis results (transcript, keywords, topics, sentiment, named entities, summary) for a Speak AI audio or video file.

• Action
  Get Media Status

  Gets the processing status and basic details of a Speak AI audio or video file.

• Action
  Get Media Transcript

  Get the transcript of a media file.

• Action
  Get Text Note Insight

  Gets the analysis insights (keywords, entities, intents, sentiment) for a Speak AI text note.

• Action
  List Automations

  List the automations (trigger + action workflows) configured in Speak AI.

• Action
  List Fields

  Lists the custom fields defined in your Speak AI account.

• Action
  List Folders

  List the folders in the account.

• Action
  List Media

  List the media files (audio/video) in the account's Speak AI library.

• Action
  Run Magic Prompt

  Runs a Magic Prompt (Speak AI's AI Chat) against your media, folders or fields and returns the AI's answer.

• Action
  Update Automation

  Updates an existing Speak AI automation: its name, trigger, steps, schedule and active state.

• Action
  Update Folder

  Update a folder's name or settings.

• Action
  Update Media

  Rename a Speak AI media file and update its description, tags, folder, assignee, note, status or creation date.

• Action
  Update Text Note

  Update the content of an existing text note.

• Action
  Upload File to Transcribe and Analyze

  Uploads new audio or video files for automatic transcription and analysis.

• Action
  Upload Text Note to Analyze

  Uploads new text notes for automatic insight analysis.

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