Workflows

Overview

The Workflows page helps you automate repetitive tasks by connecting external services and following structured processes. You can capture data from meetings automatically, sync tasks with your favorite tools, and use guided workflows to achieve specific goals.

Accessing Workflows

Navigate to Workflows in the sidebar to see all available automation options.

Automated Workflows

How Data Flows

Automated workflows follow a three-step pattern:

Data Sources → AI Processing → Task Management

1. Data Sources - Capture information from meetings, browser, or Slack
2. AI Processing - Exponential extracts and organizes action items
3. Task Management - Actions sync to your preferred tool (Notion or Monday.com)

Data Input Sources

These integrations send data INTO Exponential:

Fireflies Meeting Transcription

• Status: Setup Required
• What it does: Automatically captures meeting transcripts and extracts action items
• Setup: Requires webhook token and API key
• Full setup guide

Browser Extension Capture

• Status: Active
• What it does: Capture actions and notes while browsing any website
• No setup required - Install the browser extension to get started

Slack Message Actions

• Status: Available
• What it does: Create action items directly from Slack messages
• Full setup guide

Task Management Sync

Choose ONE of these to sync your actions:

Notion Tasks Database

• Status: Available
• What it does: Bidirectional sync with Notion databases
• Keep your Notion workspace and Exponential in sync
• Configure sync strategy, conflict resolution, and deletion behavior

Monday.com Boards

• Status: Available
• What it does: Push action items to Monday.com boards
• Ideal for teams already using Monday.com for project management

Important: You can only sync with one task management system at a time to avoid conflicts.

Document Integration (Coming Soon)

Google Docs Meeting Summaries

• Automatically create meeting summaries and action plans

Document Context Import

• Import meeting notes and context from Notion pages and Google Docs for AI assistance

Guided Processes

Guided processes are structured workflows that help you achieve specific goals.

Launch Sprint

A tailored 3-week plan to validate your idea, launch your MVP, or grow your existing product.

Ideal for: Startups, indie hackers, product managers

What you'll get:

• Week-by-week action plan
• Validation milestones
• Launch checklist

Elevator Pitch

Craft a compelling elevator pitch using a structured template focused on customer needs and your unique value proposition.

Ideal for: Entrepreneurs, founders, sales teams

What you'll get:

• Problem statement framework
• Value proposition template
• Pitch refinement exercises

Setting Up Fireflies Integration

Fireflies is the most powerful integration for automatic action capture.

Step 1: Generate a Webhook Token

1. On the Workflows page, find Fireflies Meeting Transcription
2. Click Setup
3. Enter a token name (e.g., "Fireflies Webhook Token")
4. Choose an expiration period (90 days recommended)
5. Click Generate Token
6. Copy the token immediately - you won't see it again

Step 2: Create the Integration

1. After generating the token, click Setup again
2. Enter your Fireflies API key (from your Fireflies account settings)
3. Click Create Integration

Step 3: Configure Fireflies Webhook

1. Log into Fireflies.ai
2. Go to Settings > Integrations
3. Add a new webhook with your Exponential webhook URL
4. Paste your token for authentication

Once configured, meeting transcripts will automatically flow into Exponential and action items will be extracted.

Workflow Status Indicators

Each workflow shows its current status:

Best Practices

Start with Data Sources

Configure data input sources first:

1. Set up Fireflies for meeting capture
2. Install the browser extension
3. Connect Slack if your team uses it

Add Task Sync Later

Once you have data flowing in:

1. Review your captured actions
2. Choose Notion OR Monday.com based on your team's preference
3. Configure sync settings carefully

Review Regularly

• Check the Workflows page weekly to ensure integrations are active
• Monitor for any setup issues or expired tokens
• Update tokens before they expire

Common Questions

Can I use both Notion and Monday.com?

No. To prevent conflicts and duplicate data, you can only sync with one task management system at a time.

How often do integrations sync?

• Fireflies: Real-time via webhooks (instant)
• Notion/Monday.com: Depends on your sync strategy (manual or automatic)
• Slack: Real-time when actions are created

What happens if my token expires?

Webhooks will stop working until you generate a new token. The Workflows page will show "Setup Required" status for affected integrations.

Next Steps

• Set up Fireflies integration
• Configure Slack notifications
• Learn about API tokens