RecMan

Prev Next

With the Meetric RecMan integration, you can automatically send AI-generated meeting summaries from Meetric to RecMan. Summaries are added as Interviews for candidates or Logs for company contacts, enabling your team to review meeting insights directly inside RecMan.


Getting Started and Connection (Admin Action)

This integration requires system administrator access in RecMan to generate the necessary API credentials.

Credential / Access

Detail

RecMan API key

Generated in Settings API keys. Requires System administrator access in RecMan.

Meetric Access

User must have permission to manage integrations in Meetric.

RecMan Data

Contacts or candidates in RecMan must have email or phone set for matching.


Connect RecMan and Meetric

  1. Generate your API Key in RecMan:

    1. Log in to RecMan as a system administrator.

    2. Navigate to SettingsAPI Keys.

    3. Click Create new API key (key name does not matter).

    4. Ensure the key is Active and Copy the API key.

  2. Open Meetric: Got to SettingsIntegrationsRecMan.

  3. Paste Key and Connect: Paste your API key and click Connect.

  4. Test Connection: Click Test Integration in Meetric. You should see a success message.


How the Integration Works

Meetric pushes the summary data, and RecMan determines the receiver type (Candidate vs. Contact) to categorize the entry correctly.

Action

Result

Meetric Session

You hold a meeting or call; Meetric records and generates an AI summary.

Receiver Matching

Meetric matches recipients in RecMan using Email (Primary) and Phone (Fallback) (mobilePhone or officePhone).

Data Push (Candidate)

If the receiver is a Candidate, Meetric creates an Interview entry in their profile.

Data Push (Contact)

If the receiver is a Company Contact, Meetric creates a Log entry in their profile.

Summary Content

The entry is pushed as HTML content including meeting details, full summary, participants, stats, and the Recording link.


User Mapping

Meetric automatically maps users between Meetric and RecMan using matching email addresses.

Mapping Method

Detail

Automatic Mapping

Occurs when Meetric and RecMan users share the same email address.

Manual Mapping

Go to Settings Integrations RecMan in Meetric to view and manually map users.

Important Note

The presenter (meeting organizer) must be mapped to a RecMan user for interviews or logs to be properly associated with an owner.


Using the Integration in RecMan

Viewing Summaries for Candidates (Interviews)

  1. Open the candidate profile in RecMan.

  2. Navigate to the Interviews section.

  3. Find and expand the Meetric interview entry to read the full summary.

  4. Click the recording link for the full transcript in Meetric.

Viewing Summaries for Company Contacts (Logs)

  1. Open the contact profile in RecMan.

  2. Navigate to the Logs section.

  3. Find and expand the Meetric log entry to read the summary.

  4. Click the recording link for the full transcript in Meetric.


Troubleshooting and Management

Issue

Resolution / Check

No Interview or Log Appears

1. Verify the API key is correct and active.
2. Confirm the presenter exists and is mapped to a RecMan user.
3. Ensure the contact/candidate has email or phone set.

Wrong Contact Matched

Check for duplicate records and ensure unique email/phone values. Matching priority is email phone.

Interview Not Created (Candidate)

Confirm the receiver is a candidate and the presenter is mapped to a RecMan user.

Log Not Created (Contact)

Confirm the receiver is a company contact, not a candidate.

Disconnecting

  1. In Meetric, go to Settings Integrations RecMan.

  2. Click Disconnect.


Security & Privacy

Aspect

Detail

Permissions

RecMan System Administrator rights are required for API key generation.

Data Security

All requests are HTTPS-encrypted, and API keys are stored securely in Meetric.

Data Flow

API key is used only to create interviews and logs. No recordings are stored in RecMan—only summaries and the recording link.


FAQ

Can I choose which meetings sync?

No. Summaries sync automatically once generated. Admins can disable the integration at any time.

Multiple meetings for one contact?

Each meeting creates a separate interview or log entry in RecMan.

How are contacts matched?

Meetric matches by email first, then phone. Phone numbers are normalized before comparison.

What’s the difference between Interviews and Logs?

Interviews are created for receivers who are candidates. Logs are created for receivers who are company contacts.