You finish a client call, close the laptop, and move on with your day. Somewhere in the background, Fieldy has already turned that conversation into a transcript, and A1Ai is quietly turning that transcript into something your business can actually use.
What Fieldy Adds To Your Workspace
Fieldy is an AI note-taker and recorder. Point it at a conversation and it produces a full transcript, speaker profiles for who said what, and a list of action items pulled straight out of the discussion. On its own, that is already useful. Connected to A1Ai, it becomes part of a larger system that remembers everything your business talks about.
The connection lives inside your A1Ai Workspace, the command center that sits alongside your website and ties together the tools you already rely on for calls, contacts, and content. Setting it up takes one piece of information: a Fieldy API key, which you generate from your own Fieldy account under Integrations. Paste that key into Workspace, and A1Ai takes it from there. No developers, no custom code.
Think about what this looks like in practice. A service business owner wraps up a quote call, an agency account manager finishes a client check-in, or a practice manager gets off a phone consultation. In each case, the conversation used to just end. Now it becomes a record the rest of the business can draw on, without anyone opening a notebook or typing up a recap afterward.
From Recording To Knowledge, Automatically
Once the connection is live, A1Ai checks Fieldy for new conversations roughly every ten minutes. Every conversation it finds gets fed into your Workspace knowledge graph automatically, always, not sometimes. That is what separates a note-taking tool from a knowledge system: nothing sits in a Fieldy inbox waiting for someone to remember to act on it.
That knowledge graph is also what your AI assistant, Jack, reads from. Jack runs on Anthropic Claude and lives inside Workspace, so the moment a meeting lands in the knowledge graph, Jack can answer questions about it. Ask what a prospect said about budget last week, or what a client agreed to on a renewal call, and Jack can pull the answer from the actual conversation instead of someone’s memory of it. It is the same idea behind everything we build: no manual retraining, ever. You keep talking, A1Ai keeps the knowledge current.
That matters most the second time you talk to the same person. Walk into a follow-up call already knowing what was promised last time, without scrolling back through old emails or asking a teammate to remind you. The knowledge graph does not forget details the way a busy week can.
Where The Action Items Come In
A transcript is useful. A task list is what actually moves work forward. Fieldy already pulls action items out of each conversation, and A1Ai can carry that a step further by optionally creating a follow-up task in ClickUp, using a ClickUp list ID you set once during setup.
We say optionally on purpose. Automation only earns your trust when nothing happens silently, so beyond the knowledge sync, you decide what gets automated. If you would rather review conversations case by case, the Workspace inspector gives you a short list of manual actions next to every Fieldy conversation:
Not every conversation needs a task attached to it. Some calls are just useful to have on record, others clearly end with somebody needing to do something by Friday. Fieldy’s action items make the difference obvious, and A1Ai’s automation is built to act on that difference instead of treating every call the same way.
- Add to CRM – save the conversation as a note against a contact
- Add Transcript to CRM – attach the full transcript, not just a summary
- Add to ClickUp – turn the conversation into a task on demand
- Send follow-up email – get a follow-up out while the conversation is still fresh
Let the automatic path handle routine calls, and reach for the manual actions when a conversation needs a human judgment call first.
Getting Set Up
Turning on Fieldy inside A1Ai is a short setup, not a project. Log into your Fieldy account, open Integrations, and copy your API key. Paste that key into the Fieldy connection inside your Workspace settings, decide whether you want CRM writes turned on, and add a ClickUp list ID if you want tasks created automatically. That is the whole process, and you can always come back and adjust it later. Most of it takes a few minutes, not an afternoon, there is no code to write and no separate integration to maintain.
Fieldy is one of several connections available inside Workspace, and it feeds the same knowledge graph as everything else, your website content, your calendar, your inbox. If you are still deciding how much of your Workspace to turn on at once, the Ecosystem page lays out the plans so you can start free and add tools when you are ready.
One Recording, A Full Trail Of Work
The point of connecting Fieldy to A1Ai is not just to save a transcript. It is to make sure a single conversation quietly becomes searchable knowledge for your whole team, a possible CRM note, and a possible task, without you having to type any of it up yourself. You show up to the call. A1Ai handles what happens after.