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Direct & Huddles — DMs, One-Click Audio/Video & Screenshare | Velaxe

Direct & Huddles

Automatically distribute Huddle recaps with Zapier

Trigger on “Huddle Ended” and post recaps to docs, sheets, or other tools.

16 min Beginner Ops, Team leads Updated Jun 17, 2025
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Overview

Trigger on “Huddle Ended” and post recaps to docs, sheets, or other tools.

Prerequisites

  • Zapier account connected to Velaxe

Permissions required

integrations:manage

Downloads & Templates

Zap sample payload (Recap Ready)

Template

Steps (3)

Estimated: 16 min
  1. 1

    Create a Zap with the trigger

    Ops 5 min Back to top

    In Zapier, choose **Velaxe (Direct)** → Trigger: **Huddle Ended** or **Recap Ready**.

    Tips

    —

    Validation

    —

    Success criteria

    —

  2. 2

    Map recap fields

    Ops 6 min Back to top

    Select title, attendees, notes, recording URL, and transcript excerpt to your destination app.

    Tips

    —

    Validation

    • A test run creates a row/doc with expected fields.

    Success criteria

    —

  3. 3

    Turn on the Zap

    Team lead 5 min Back to top

    Enable and end a real Huddle to confirm distribution.

    Tips

    —

    Validation

    —

    Success criteria

    • Recap appears in the chosen destination within the Zap’s latency window.

About this guide

Direct & Huddles powers fast private collaboration. Start 1:1 or small-group DMs, then elevate to an instant Huddle with audio/video and multi-screen share. Capture live notes in a thread, share files via File-Vault, and create tasks or tickets in a tap.

With VoiceLink WebRTC and optional PSTN dial-in, Huddles are reliable anywhere. Recording and transcripts (opt-in) are encrypted and governed by workspace retention. Chronicle logs the who/when/what, while FlowForge automates recaps and ActionDesk follow-ups.

Presence, typing, reactions, and read receipts keep teams aligned—and InsightLake surfaces responsiveness, call quality, and outcomes.