uman

From preparation to follow-up of your sales meetings

Sales meetings

Everything uman prepares for your upcoming sales meetings, section by section.

How uman can help you with your sales meeting preparation

Step-by-step guide to connect your calendar to uman

Connect your calendar so uman prepares your upcoming meeting automatically

Step-by-step guide for prepping your meetings by manually inputting the meeting details

Prepare a new sales meeting without a calendar connection

Learn how uman can help you with the preparation of your sales meetings

Sales meeting preparation

Learn how uman helps you automate your sales follow ups

How uman automates your sales follow up

Learn how uman can help you with your sales follow-ups

Automate your sales follow-up

Learn how uman can help you record and transcribe online meetings automatically

The uman sales assistant for online meetings

Stop the meeting assistant from joining, or remove it from a call that already started, in Microsoft Teams and Google Meet

Remove the meeting assistant from a call

This article will tell you more about personalizing your sales assistant

Personalize your sales assistant

Everything you should now about our sales assistant

uman's Sales Assistant

Get the mobile app for iPhone and Android

Where to download

Prepare, record, and follow up on your in-person sales meetings, all from your phone.

Using the uman mobile app

Learn how the uman mobile app can help you with your sales meetings and follow up

Mobile app

Go to the uman website

Go to the app

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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