Integrations · CRMConnect Day AI to Well
Enrich Day AI conversation summary, contact, and meeting with payment, support, and product context from your connected tools.
What Well pulls from Day AI
Day AI feeds conversation summary, contact, meeting into Well as a source. The connection is read-only; disconnect at any time from your workspace settings to revoke Day AI’s access.
| From Day AI | In Well | Relation | |
|---|---|---|---|
| Conversation summary | Audit entry | Captures as | |
| Contact | Person | Resolves to | |
| Meeting | Calendar event | Links to |
- Sync mode
- MCP hybrid
- Refresh
- live + reconciliation reads
- Direction
- Day AI → Well
What Well does with your Day AI connection
Connect
Connect Day AI over OAuth (MCP DCR): Well registers a client through Day AI's OAuth Dynamic Client Registration and you approve on Day AI's side, so the password never reaches Well; Well holds only a scoped token it can refresh.
Sync
Well brings conversation summary, contact, and meeting in from Day AI on live events backed by periodic reconciliation reads. The first sync backfills history in the background and the connection stays live after.
Enrich
Well resolves each Day AI entity into audit entry, person, and calendar event, assigns categories, and links every record to an audit trail across the rest of your connected tools.
Available
Your data from Day AI lands in the workspace as audit entry, person, and calendar event you can search, chart, and automate.
Questions Day AI unlocks
Ask in plain language. Well answers from your connected Day AI connection, resolved against the rest of your stack.
Ask anything about your Day AI connection
Ask about your Day AI connection…
Connect Day AI in three steps
- 01
Authorise Day AI via MCP
From Well's Connections panel, search for Day AI and click Connect. Well discovers Day AI's MCP OAuth metadata from its .well-known endpoint, registers a client via Dynamic Client Registration, and routes you through the authorize prompt on Day AI's side. No client credentials to paste.
- AuthOAuth (MCP DCR)
- DiscoveryMCP .well-known
- MCP serverday.ai/api/mcp
- 02
Map your entities
Well's MCP client discovers conversation summary, contact, and meeting from Day AI that Day AI's MCP server exposes and brings them into your workspace using the canonical mappings defined in Well's data-views layer. You can inspect the workspace data model from Settings > Data Model.
- Mappingpreconfigured by Well
- 03
Use the data
Ask questions in conversation, build records tables, or let agents act on Day AI records. Because Day AI ships through MCP, Well treats every entity it exposes as queryable graph state alongside the rest of your connected tools.
- First syncstarts as soon as connect completes
MCP handshake typically completes under a minute on warm connections. Resource enumeration runs immediately after; full backfill of historical Day AI records happens in the background.
How Day AI stays secure with Well
Well connects to Day AI's MCP server (day.ai/api/mcp) via the Model Context Protocol. The MCP server itself handles credential issuance through OAuth Dynamic Client Registration; Well never sees a long-lived Day AI secret. Tokens are scoped to the conversation summary, contact, and meeting Day AI exposes and refreshed server-side. Reads only, Well cannot modify or delete Day AI records.
- granted
Read Day AI records
Resources the Day AI MCP server exposes, scoped by your OAuth approval.
- granted
Resolve conversation summary, contact, and meeting across your stack
Match identifiers in Day AI against the same entities your other connected tools expose, so each record carries cross-tool context.
- refused
Modify or delete Day AI records
Not granted; Day AI is read-only in Well. Write-back is opt-in per connector when a write surface exists.
- refused
Store Day AI passwords or session cookies
Authentication runs through OAuth (MCP DCR) tokens we never see.
Frequently asked questions about Day AI and Well
From Well, open Connections, find Day AI, and click Connect. Well discovers the OAuth metadata at day.ai/api/mcp/.well-known/oauth-authorization-server, registers a client on the fly via Dynamic Client Registration, and walks you through the authorize prompt on Day AI's side. No client_id or client_secret to paste; the handshake takes roughly a minute.
Well brings in conversation summary, contact, and meeting from Day AI and reshapes each entity into your workspace: conversation summary becomes audit entry; contact becomes person. Every record arrives with the source identifier preserved, so Day AI stays the source of truth while Well lets you query the data alongside the rest of your stack.
Well joins each Day AI account or contact to the payment, support, and product records the same company has in your other connected tools. Account pages in conversation answer questions like "what did Globex pay us last quarter" by joining the Day AI record to invoices, tickets, and product usage in real time.
Every workspace audit entry built from Day AI carries the source conversation summary identifier plus a deep link back to the original record. From a workspace page, one click takes you to the Day AI record; from Day AI, the workspace identifier travels back so you can search either direction. The link survives every subsequent enrichment Well runs.
Well combines live Day AI events with periodic reconciliation reads of conversation summary, contact, and meeting. New rows appear within seconds when Day AI pushes them; periodic reads catch anything a push missed. The first connect backfills history from Day AI in the background.
Open Connections > Day AI in Well and click Disconnect. Well calls Day AI's token revocation endpoint and stops calling Day AI immediately on its side; provider-side propagation to Day AI's admin panel varies by provider. The conversation summary, contact, and meeting Well already synced stay in your workspace by default; ask Support to purge them if your compliance flow requires it.
Day AI records are stored in the region Well operates for your workspace. Specific region details and the steps to change region are available from Support. See /privacy for the current data-handling policy.
Pairs well with Day AI
More in CRM
Popular cross-category
Ready to connect Day AI?
Connect once. Every conversation summary, contact, meeting from Day AI becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.