FAQ's - Recaps

What’s the fallback if there’s an incorrect performance summary? What happens when Windy doesn’t catch contributions?

Every Recap is is transparent and editable. Prior to compiling a Recap report, Windy will reach out to employees and confirm their Recap list. If something’s off, employees can make corrections directly with Windy, so you’re never locked into an inaccurate assessment.

How does Windmill access our information, and what integrations are supported?

Windmill connects to supported platforms (Slack, Google Workspace, Linear, GitHub, Notion, etc.) via secure integrations. Each integration is authorized by the customer. Available integrations are listed on the ‘Integrations’ page. For systems without direct API connections, Windmill can pick up inputs if such systems post to Slack or Google Docs. However, native integrations are preferred, and the team adds new ones at a rate of 2-3 per month. Custom integration requests are typically turned around in about two days.

If we already use a call recorder for call analysis, can Windy reference those call notes in recaps?

Yes, Windy can reference call notes from your existing call recorder in its Recap — as long as your call recorder (like Gong) is integrated with Windmill, or call notes or transcripts are accessible to Windy. If your call recorder exports transcripts, summaries, or notes to a platform Windy can access (like a connected Google Doc, CRM, or internal tool), Windy can pull from that content when generating recaps.

Which routines utilize integrations with existing business systems, and which rely solely on communications in Slack?

The two routines that utilize data from integrations are Recaps and Continuous Feedback. The rest of the routines rely on information in Slack.

How can we leverage Windmill to see what our engineers are doing?

Windmill can integrate with key systems like GitHub, HubSpot, Linear, Slack, Google, Figma, and HR tools to track and summarize what team members are working on. By connecting these systems, managers can use the 'recaps' routine where, every week, Windmill creates a summary of each person's work based on activity in those systems and sends it for review and reporting.

Should we set up the 'recaps' routine before integrating more systems or wait?

It's best to wait until more systems (like Google and Figma) are connected, as they provide richer data for the recaps. Also, it's advised to communicate the rollout to the team, so everyone understands its purpose and use.