> ## Documentation Index
> Fetch the complete documentation index at: https://docs.buildbetter.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Shortcut Integration (Alpha)

> Connect BuildBetter with Shortcut (formerly Clubhouse) for streamlined project management

<Note>
  **Coming Soon - Request Early Access**

  This integration is currently in Alpha development and not yet publicly available. If you're interested in early access, please contact [support@buildbetter.app](mailto:support@buildbetter.app) with "Shortcut Integration Early Access" in the subject line.
</Note>

The BuildBetter Shortcut integration allows you to create stories, epics, and tasks directly from your meeting recordings, helping you bridge the gap between customer conversations and your development workflow.

## 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

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

### Configuring Shortcut Settings

After connecting:

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

## Usage

### Creating Stories from Meetings

Create Shortcut stories directly from meeting content:

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

### Linking to Existing Epics

Connect meeting content to Shortcut 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

### Automated Action Items

Extract action items as Shortcut tasks:

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

## Advanced Features

### Custom Workflows

Create automation rules between BuildBetter and Shortcut:

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

### Field Mapping

Map BuildBetter data to custom Shortcut fields:

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

## 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