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Shortcut Integration

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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

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Setup Instructions

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Prerequisites

• An active BuildBetter account
• Shortcut account with administrative access
• API token for Shortcut

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Connecting Shortcut

1. Navigate to Settings → Integrations in your BuildBetter dashboard
2. Select Shortcut from the project integrations section
3. Enter your Shortcut API token
4. Select your default workspace and team
5. Test the connection and save

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Configuring Shortcut Settings

1. Go to Settings → Integrations → Shortcut → Configuration
2. Configure:
   • Default workspace and team
   • Story type and state mappings
   • Custom field mappings
   • Default labels and milestones
3. Save your configuration

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Usage

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Creating Stories from Meetings

1. Open any recording in BuildBetter
2. Select a relevant segment in the transcript
3. Click the Create Story button
4. Select the Shortcut workspace and team
5. Fill in story details, leveraging the selected transcript segment
6. Submit to create the story in Shortcut

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Linking to Existing Epics

1. From a recording or document, click Link to Epic
2. Search for and select the relevant Shortcut epic
3. Add a reference note (optional)
4. Link the meeting recording, clip, or transcript segment
5. Save to establish the connection

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Automated Action Items

1. Go to a completed meeting recording
2. Navigate to the Action Items tab
3. Review automatically detected action items
4. Select items to create as Shortcut tasks
5. Assign owners and due dates
6. Submit to create the tasks in Shortcut

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Advanced Features

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Custom Workflows

1. Go to Settings → Automation Rules
2. Create rules based on:
   • Meeting tags or topics
   • Specific phrases in transcripts
   • Meeting participants or roles
3. Configure how stories should be formatted and labeled
4. Enable the automation rule

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Field Mapping

1. Navigate to Settings → Integrations → Shortcut → Field Mapping
2. Configure mappings for:
   • Standard Shortcut fields (name, description)
   • Custom fields in your Shortcut workspace
   • BuildBetter metadata (meeting date, participants)
3. Save your mapping configuration

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Troubleshooting

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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

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Story Creation Problems

• Verify required fields are properly mapped
• Check for any workflow state restrictions
• Ensure proper workspace and team selection

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Missing Data

• Check field mapping configuration
• Verify data is available in the BuildBetter source
• Check for any character limit issues in Shortcut fields

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Use Cases

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Product Teams

• Convert customer feedback directly into product backlog items
• Link feature discussions to existing roadmap epics
• Track feature requests from conversation to release

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Engineering Teams

• Create technical stories from planning discussions
• Extract acceptance criteria from requirement meetings
• Link implementation details to design discussions

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Cross-functional Collaboration

• Bridge customer success and engineering workflows
• Create transparent history from conversation to implementation
• Maintain context when transferring work between teams

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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