Updates aren't appearing

If Quin processes your meetings but updates aren't appearing in your CRM, task manager, or email, this is usually caused by integration sync issues, permission problems, or incorrect settings.

Before you begin

Verify your integrations are connected in Settings > Integrations. A disconnected integration is the most common cause of missing updates.

Troubleshooting

Meeting notes aren't appearing after meetings

• Check that Quin’s Notetaker is turned on in Settings > Meeting assistant
• Verify Quin was invited to and joined the meeting
• Look in Meeting notes to confirm Quin captured the meeting
• Check your email for the meeting recap - it's sent even if other updates fail
• Confirm the meeting ended at least 5-10 minutes ago (processing takes time)

CRM updates aren't syncing

• Verify your CRM integration is connected in Settings > Integrations
• Check that you have permission to edit records in your CRM
• Look for the updates in your CRM directly (not through Quin) as display can be delayed
• Confirm you're looking at the correct contact or deal record
• Check if your CRM has required fields that Quin couldn't populate

Tasks aren't being created

• Verify your task manager integration (Google Tasks, Asana, etc.) is connected
• Check your task manager's default project or list for the tasks
• Confirm tasks weren't assigned to someone else on your team
• Look for tasks in your task manager directly as sync can take 1-2 minutes
• Verify the due dates - tasks might be in a different date view than you're checking

Follow-up emails aren't appearing in drafts

• Check your email integration is connected in Settings > Integrations
• Look in your email's Drafts folder directly (not through Quin)
• Verify you have guidelines set up to create follow-up emails
• Confirm the meeting had action items or content that warranted a follow-up
• Check if emails are being sent automatically instead of saved as drafts

Updates were working but suddenly stopped

• An integration likely disconnected - check Settings > Integrations for warnings or connection statuses
• Reconnect the affected integration and grant all permissions again
• Verify your connected tool didn't change authentication requirements
• Check if your organization changed security policies that affect integrations

Some updates work but others don't

• Check which specific integrations are affected in Settings > Integrations
• Verify you granted all permissions during integration setup (not just basic access)
• Confirm your role in the CRM or tool allows creating/editing the missing update types
• Some tools require admin approval for certain actions - check with your administrator

What to expect

After resolving connection or permission issues, new updates should sync within 5-10 minutes of meeting completion. Past meetings won't automatically reprocess, but you can ask Quin to retry specific updates.

How sync timing works

Quin processes meetings in this order: meeting recap, then CRM and task updates. If you don't see updates within 15-20 minutes of a meeting ending, there's likely an issue.