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

# twenty CRM

> push meeting intelligence from miniti to Twenty people, companies, or opportunities

miniti sends a saved meeting summary to a Twenty person, company, or opportunity, with optional task creation from action items.

<Note>
  Twenty export is a **macos feature** and is available on **saved meetings only**, not live sessions. it currently connects to Twenty Cloud.
</Note>

## what gets sent

miniti creates a **note** on the selected Twenty record containing:

* summary
* discussion flow
* action items
* key decisions
* topics
* meddpicc fields (if any)
* notes

optionally, action items become individual **tasks** linked to the same record.

### what does not get sent

* full transcript
* coaching metrics (filler words, pace, etc.)

## enable it

1. open **settings** (`⌘,`)
2. choose **integrations**
3. turn on **enable "send to Twenty"**

## send a meeting

1. open a **saved meeting** in macos history
2. click **send to Twenty**
3. click **connect** and approve access in Twenty
4. choose **people**, **companies**, **opportunities**, or **all**
5. enter at least 2 characters, click **search Twenty**, and select the target record
6. review the compact **what will be sent** summary; expand **review details** for the full field checklist
7. optionally enable **create Twenty tasks** in the fixed footer
8. review every proposed task, including its status, assignment policy, and linked record
9. untick any task you do not want to create - this does not remove it from the meeting note
10. click **send meeting to Twenty**

miniti remembers the selected Twenty record for each meeting.

## auto Twenty sync

if you've connected [google calendar](/docs/integrations/google-calendar), miniti can automatically send a saved meeting summary to Twenty when an external attendee domain matches exactly one company.

enable it under **settings → crm → Twenty CRM**. automatic sync creates the note without action-item tasks. no match or multiple matches are skipped.

## account access

Twenty opens its own approval screen. miniti keeps the resulting access and refresh tokens server-side, keyed to the app's anonymous device id. revoking miniti's access in Twenty stops future sends.

## edge cases

* **"send to Twenty" is missing** - enable it in settings → crm
* **can't connect** - confirm you are using Twenty Cloud, then try **connect** again
* **can't search** - connect first, enter at least 2 characters, then click **search Twenty**
* **meeting was trimmed** - transcript edits clear generated insights. regenerate before sending if you want the note to include summary, discussion flow, action items, decisions, topics, and meddpicc
* **0 tasks created** - the meeting may have no usable action items, insights may have been cleared after trimming, or Twenty may have accepted the note but rejected a task

## linked records

* the meeting becomes a Twenty **note** linked to the selected person, company, or opportunity
* each selected action item becomes a Twenty **task** linked to that same record when task creation is enabled
* tasks use the workspace defaults; miniti does not show a separate assignee picker