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Benefits of connecting Roam to Windmill

Connecting Roam to Windmill gives your 1:1s, recaps, and performance reviews context from recorded meetings. Windmill syncs:
  • Meeting metadata — the meeting title, time, and participants
  • Meeting transcripts — text from a recorded Roam meeting
  • Roam users — user records that Windmill maps to employees
When a meeting matches a 1:1, its recording can appear on that 1:1 page. The transcript can also provide context for recaps, performance reviews, and Windy.

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Connected data

Windmill syncs the following from Roam: What is not synced:
  • Audio or video — Windmill stores transcripts only; raw recordings stay in Roam.
  • Chats or direct messages — the integration does not sync Roam chat content.
  • Presence or room activity — the integration does not sync presence, rituals, lounge activity, or shared-room sessions.

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Permissions

To enable the integration, the connecting user must be:
  • A Roam Workspace Admin, and
  • Have access to the Organization Admin Dashboard
The integration is read-only and uses a secure OAuth token. Windmill never accesses or stores call audio or video — only the transcript text.

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How this improves performance reviews

Windmill can use meeting transcripts as source context in 1:1s, recaps, and performance reviews. The transcript can show decisions, project updates, questions, and support that occurred in the meeting.

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Managing org changes

Make Roam user and workspace-membership changes in Roam. Windmill updates its Roam user records during scheduled syncs.

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FAQs

Hourly. New meeting recordings and transcripts appear after an incremental sync. You can also run an Incremental sync from the connected account’s Syncs tab.
No. Windmill does not sync chats, direct messages, presence, rituals, lounge activity, or shared-room sessions from Roam.
Only if they appear as active members in your Roam workspace.