Documentation Index
Fetch the complete documentation index at: https://help.gowindmill.com/llms.txt
Use this file to discover all available pages before exploring further.
Benefits of Connecting Roam to Windmill
Connecting Roam to Windmill gives your 1:1s, recaps, and performance reviews richer context about both the work people do in meetings and how your team collaborates day-to-day. Windmill syncs:- Meeting recordings and transcripts — so what was discussed in a Roam meeting can show up on the matching 1:1, feed Catch Me Up, and be searched by Windy
- Chats — text from Roam rooms and channels, used as context for Windy and reviews
- Collaboration signals — presence, room sessions, ritual attendance, and similar — so reviews reflect how work happened, not just outputs
Connected Data
Windmill syncs the following from Roam:| Data | Description |
|---|---|
| Meeting recordings & transcripts | Text transcripts of Roam meetings, attached to matching 1:1s and available to Windy |
| Chats | Text content of Roam rooms and channels, used as context for Windy and reviews |
| Presence Activity | When teammates are present in the virtual office |
| Meeting Participation | Who joins shared rooms, huddles, or team spaces |
| Shared Room Sessions | Collaboration signals (who worked alongside whom) |
| Office / Team Ritual Attendance | Standups, all-hands, onboarding sessions, etc. |
| Social / Lounge Engagement | Light signals of connection and team culture participation |
- Audio or video — Windmill stores transcripts only; raw recordings stay in Roam.
- Private one-to-one DMs — only room/channel chats Windmill has access to via the integration are synced.
Permissions
To enable the integration, the connecting user must be:- A Roam Workspace Admin, and
- Have access to the Organization Admin Dashboard
How This Improves Performance Reviews
Windmill uses Roam signals to:- Help managers remember how people contributed across the year
- Recognize collaboration and support that isn’t documented
- Provide context in 1:1s and review drafts
- Highlight teammates who help others, mentor, or elevate the team
Managing Org Changes
If you need to update:- Teams / Spaces
- Room ownership
- Workspace membership
Make those changes in Roam.Windmill treats Roam as the source of truth for workspace presence and collaboration signals.
Edits made directly in Windmill will be overwritten on the next sync.
FAQs
How often does the sync run?
How often does the sync run?
Hourly. New meeting recordings, chats, and collaboration signals typically appear in Windmill within an hour. You can also trigger a manual sync.
Does this track private conversations?
Does this track private conversations?
No audio or video is ever synced. Private 1-to-1 DMs are not synced. Room and channel chats Windmill has access to via the integration are synced as text and used as context for Windy and reviews.
Can we disable social room tracking?
Can we disable social room tracking?
Do contractors or part-time staff sync?
Do contractors or part-time staff sync?
Only if they appear as active members in your Roam workspace.