Features
- Story Creation: Create Shortcut stories directly from meeting recordings
- Epic Linking: Connect discussions to existing epics
- Action Item Extraction: Automatically identify and create tasks from transcripts
- Rich Context: Include meeting clips and transcript snippets in Shortcut stories
- Custom Field Mapping: Connect BuildBetter data to Shortcut fields
Setup Instructions
Prerequisites
- An active BuildBetter account
- Shortcut account with administrative access
- API token for Shortcut
Connecting Shortcut
- Navigate to Settings → Integrations in your BuildBetter dashboard
- Select Shortcut from the project integrations section
- Enter your Shortcut API token
- Select your default workspace and team
- Test the connection and save
Configuring Shortcut Settings
After connecting:- Go to Settings → Integrations → Shortcut → Configuration
- Configure:
- Default workspace and team
- Story type and state mappings
- Custom field mappings
- Default labels and milestones
- Save your configuration
Usage
Creating Stories from Meetings
Create Shortcut stories directly from meeting content:- Open any recording in BuildBetter
- Select a relevant segment in the transcript
- Click the Create Story button
- Select the Shortcut workspace and team
- Fill in story details, leveraging the selected transcript segment
- Submit to create the story in Shortcut
Linking to Existing Epics
Connect meeting content to Shortcut epics:- From a recording or document, click Link to Epic
- Search for and select the relevant Shortcut epic
- Add a reference note (optional)
- Link the meeting recording, clip, or transcript segment
- Save to establish the connection
Automated Action Items
Extract action items as Shortcut tasks:- Go to a completed meeting recording
- Navigate to the Action Items tab
- Review automatically detected action items
- Select items to create as Shortcut tasks
- Assign owners and due dates
- Submit to create the tasks in Shortcut
Advanced Features
Custom Workflows
Create automation rules between BuildBetter and Shortcut:- Go to Settings → Automation Rules
- Create rules based on:
- Meeting tags or topics
- Specific phrases in transcripts
- Meeting participants or roles
- Configure how stories should be formatted and labeled
- Enable the automation rule
Field Mapping
Map BuildBetter data to custom Shortcut fields:- Navigate to Settings → Integrations → Shortcut → Field Mapping
- Configure mappings for:
- Standard Shortcut fields (name, description)
- Custom fields in your Shortcut workspace
- BuildBetter metadata (meeting date, participants)
- Save your mapping configuration
Troubleshooting
Connection Issues
- Verify your Shortcut API token is valid and not expired
- Check your Shortcut permissions
- Ensure you have the correct workspace and team IDs
Story Creation Problems
- Verify required fields are properly mapped
- Check for any workflow state restrictions
- Ensure proper workspace and team selection
Missing Data
- Check field mapping configuration
- Verify data is available in the BuildBetter source
- Check for any character limit issues in Shortcut fields
Use Cases
Product Teams
- Convert customer feedback directly into product backlog items
- Link feature discussions to existing roadmap epics
- Track feature requests from conversation to release
Engineering Teams
- Create technical stories from planning discussions
- Extract acceptance criteria from requirement meetings
- Link implementation details to design discussions
Cross-functional Collaboration
- Bridge customer success and engineering workflows
- Create transparent history from conversation to implementation
- Maintain context when transferring work between teams
Tips for Success
- Use consistent meeting tags to enable automation
- Create templates for different meeting types
- Set up default fields based on meeting categories
- Train team members on the integrated workflow
- Review and refine automation rules periodically