Pushing Notes to Work Item Timeline

Step 1: Go to the Meeting Note

Open the meeting note in Abacor that you want to push to Karbon.

Step 2: Locate the Post-Meeting Action Bar

At the top of the note, find the post-meeting action bar. You’ll see a Sync option.

Step 3: Select “Sync to Karbon”

Click on Sync to Karbon to open the sync window.

Step 4: Choose which Work Item Timeline

Fill out the details of what you’d like to send. You can sync notes to:

FAQ

How often does Abacor sync my information with Karbon?
Abacor automatically syncs with Karbon every hour to keep your notes, transcripts, and contacts up to date.

Can I see when my information was last synced?
Yes. To view the most recent sync time:

1. Navigate to Settings > Integrations in Abacor.

2. Select Karbon.

3. You’ll see details about the last successful sync and the next scheduled sync.

What if I need information synced immediately?
While automatic sync runs every hour, you can manually trigger a sync by selecting Sync Now in the Karbon integration panel.

What happens if a sync fails?
If a sync cannot complete, you’ll see an error message in the Karbon integration settings. From there, you can retry the sync or re-authenticate your Karbon connection.

Does Abacor sync both notes and contacts?
Yes. Abacor syncs your AI-generated notes, transcripts, and recordings to client timelines in Karbon, as well as contacts and client groups to keep your client hub consistent.

Troubleshooting

• Sync Option Not Visible
  Make sure you are in a meeting note. The sync option only appears in the post-meeting action bar. Refresh your page if it doesn’t display.

• Unable to Log In to Karbon
  Confirm you are using the correct Karbon account credentials. If you’re logged into the wrong account, log out and reconnect.

• Note Not Appearing in Karbon
  Double-check that you selected the right destination (individual, org, client group, or work item timeline). If the note still doesn’t show, try syncing again.

Still having trouble?
Email us at [email protected] with the meeting date and title so we can help.