Weflow changelog

Weflow Desktop App

Weflow's desktop app for Windows and macOS records what happens on your machine, then syncs everything to Salesforce:

Download here: weflow.ai/product/desktop-app

• Record Zoom, Google Meet, Teams, and others without a bot
• Capture phone calls made through Aircall or RingCentral
• Sync summaries, transcripts, and field updates to Salesforce

More file formats supported for custom uploads

Weflow now supports additional file formats when uploading a custom audio/video file: .avi, .mov, .mpeg, .mp4, .mp3, .m4a, .wav files, up to 512MB.

Account Activity Timeline

• The account activity timline aggregates activities on the account level in any pipeline view (incl. opportunity views).
• Add it to opportunity views, to see activities even if not logged to this specific opportunity.

Prepare for meetings with Ask AI right from Google Calendar

A new Prepare meeting button in Google Calendar opens Ask AI in the Weflow Chrome extension sidebar, so you can get ready for a call without leaving your calendar. The Create note and Log to Salesforce buttons also got a refreshed design.

• New Prepare meeting button opens Ask AI in the Chrome extension sidebar
• Stay in Google Calendar instead of switching to the web app
• Refreshed design for Create note and Log to Salesforce buttons

Jump to the right moment with automatic chapters in recordings

Your meeting recordings are now automatically split into chapters, so you can find the part of the conversation you need without scrubbing through the whole call. Chapters appear as sections in the player and in a new Chapters tab with a short summary of each one.

• Chapters are created automatically for your recordings
• Chapters show as visible sections on the video player
• A new Chapters tab below the video lists each chapter with a summary

Build calculated columns like coverage and gap in your forecast

Admins can now add calculated columns to any forecast configuration, so your team sees derived metrics like coverage, gap to target, or combined calls without building Salesforce formula fields or waiting on support. Values update live as calls, overrides and rollups change.

• Combine other forecast columns, target or quota, and numbers using + - * / and parentheses
• Show results as currency, percent or ratio, with the formula visible when you hover the column header
• Calculated per row at every level of the hierarchy, including manager overrides, and frozen with locked calls in closed periods
• Included in CSV and XLSX exports, and easy to copy into other forecast configurations

Get Weflow notifications and Agent posts in Microsoft Teams

Weflow now has a Microsoft Teams app, so teams on Microsoft 365 get the same experience as our Slack app. You get notified in Teams when a recording summary is ready or a forecast call is due, and your Agent Workflows can post messages and files straight into the channels you choose.

• Recording summary and forecast call notifications with a link that opens directly in Weflow
• Agent Workflows can post messages, PDFs and CSVs to selected Teams channels, accessible to channel members
• Choose which notifications and Agents go to which teams and channels, and set your own notification preferences
• Quick setup after admin consent, with a permissions guide for IT admins

Calls are now automatically sorted by meeting type

Weflow now classifies each recorded call by meeting type, like Discovery, Demo or Business Review, so you can find, report on and coach the right conversations without tagging anything by hand. You can always change the type on a call if needed.

• Default types include Discovery, Demo, Qualification, Negotiation, Onboarding, Troubleshooting, Technical Issue, Business Review, Check-in and Other
• Admins can add, rename and disable meeting types in settings
• Filter call lists by meeting type and use it in reports and dashboards
• Calls the AI isn't confident about fall back to Other or are flagged for review

Record meetings and calls from your desktop, no bot required

The new Weflow desktop app for Windows and macOS lets you record Zoom, Teams and Google Meet calls, phone calls and in-person meetings locally, without a notetaker bot joining. Recordings get the same transcription, conversation intelligence, summaries and Salesforce sync as any other Weflow recording.

• Zoom, Teams and Google Meet calls are detected automatically so you can record with one click
• Ad-hoc mode captures both sides of phone calls and works for in-person meetings
• A calendar view shows your upcoming meetings with a record button for each
• Review the summary, transcript and playback right in the app, plus a list of past recordings

See your upcoming meetings from the macOS menu bar

The Weflow desktop app now adds a simple menu bar app on macOS, so you can check your upcoming calendar events at a glance without switching windows.

• Lives in the macOS top menu bar
• Shows your upcoming calendar events

Connect Weflow with Outreach

Weflow now integrates with Outreach, so you can bring your sales engagement tool into the same workflow you use for pipeline and deals.

Prepare for meetings with Ask AI right from Google Calendar

When you open a meeting in Google Calendar, you can now click Prepare meeting to jump straight into Ask AI and get ready for the conversation. Admins and users can control whether the button appears.

• New Prepare meeting button in the Google Calendar event view
• Opens Ask AI in the Weflow web app
• Can be turned on or off in account settings and the admin console
• Available to companies with Ask AI enabled

Weflow desktop app is now available for Windows and macOS

You can now install the signed Weflow desktop app on Windows and macOS, including both Intel and Apple Silicon Macs. The app keeps itself up to date automatically, and the full recording flow has been polished on both platforms.

• Signed installers for Windows and macOS (Intel and Apple Silicon)
• Automatic updates so you always have the latest version
• Recording, notifications and processing work smoothly on both platforms
• Various interface fixes

Exclude specific email addresses from activity logging

You can now keep emails and calendar events involving specific email addresses from being logged to Salesforce. Add the addresses you want to exclude, and Weflow will skip logging activity for them.

Open in Salesforce from Pipeline/Slide-Up Views

You can now open Salesforce records directly from any pipeline or slide-up view without having to open the sidebar.

Weflow Activity Timeline in oyur Salesforce

As part of Weflow's new Advanced Analytics Package, admins can now add the "Weflow Activity Timeline" as a lightning component into any page view on Salesforce.

The component will mark last/upcoming activities, filter out child events, group email messages, and generally, give you a more coherent and insightful experience of looking at activities tracked by Weflow in your CRM.

The Weflow Analytics Suite directly in Salesforce

With the new "Weflow Advanced Analytics" package, you can now create powerful activity analytics directly in your Salesforce CRM (without using any API calls for reporting).

Quick overiew of activity trends company wide

Reporting on activity health issues such as duplicates

Track orphaned accounts, activities over time and more

This powerful new analytics suite gives you full ownership of reporting by user, record, time frame etc. - all natively built in Salesforce.

Ask AI in Weflow's Chrome Extension

The Weflow Ask AI is now available anywhere on the web via our Chrome Extension. Simply click the "Ask AI" button when opening a record on the sidebar (e.g. via Salesforce) or enter a question into the Chrome Extension search to trigger the Ask AI mode.

This is automatically available for all users with Ask AI enabled in the Weflow admin console.

Manually Upload Recordings

This feature is available to all customers on version 3.18 or higher.

• All users can now upload recordings (with up to 512MB) to Weflow.
• The recording will get processed like any other meeting/recording on Weflow.
• Users can link the recording and manage permissions.

Custom Email Processing Delay Time

• Outlook and Google Workspace allow admins to define custom "undo" timeouts to set the time that users have to undo a sent email.
• If your admin has set a time of >10 seconds to undo an email, we recommend adjusting the processing delay time in Weflow in your activity capture configuration.
• Go to Activity Capture -> Expert Settings -> Email Processing Delay