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Benefits of Connecting Roam to Windmill

Connecting Roam to Windmill gives your performance reviews richer context about how your team collaborates. By syncing collaboration and presence signals directly from Roam, Windmill helps teams:
  • Understand how people show up in the virtual office
  • See who worked together, and how often
  • Recognize contributions that don’t always show up in documentation or tickets
  • Support onboarding, especially for remote and distributed new hires
  • Highlight shadow work, mentoring, and day-to-day collaboration that often gets forgotten at review time
This means reviews don’t just reflect outputs — they reflect how work happened.

Connected Data

Windmill syncs the following signals from Roam:
DataDescription
Presence ActivityWhen teammates are present in the virtual office
Meeting ParticipationWho joins shared rooms, huddles, or team spaces
Shared Room SessionsCollaboration signals (who worked alongside whom)
Office / Team Ritual AttendanceStandups, all-hands, onboarding sessions, etc.
Social / Lounge EngagementLight signals of connection and team culture participation
No audio, video, messages, or private conversations are synced.
Windmill only captures high-level collaboration signals — never content.

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 records call audio, chat, or meeting content.

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
This ensures performance reviews reflect both impact and presence, not just deliverables.

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?
Every 24 hours, with the option to trigger a manual sync.
Does this track private conversations?
No. Only presence and participation signals — not audio, video, or chat.
Can we disable social room tracking?
Yes. You can choose which spaces sync.
Do contractors or part-time staff sync?
Only if they appear as active members in your Roam workspace.