Managing and acting on meeting decisions efficiently is crucial for any team. With new AI meeting assistants like Fireflies.ai, you can automatically record, transcribe, and summarize your meetings, ensuring key insights and tasks are captured and easily accessible.
But when you pair Fireflies.ai with Zapier, you can go one step further by making sure meeting data is available precisely when and where you need it. Here's how to use ZapsāZapier's automated workflowsāto ensure seamless information flow throughout your organization.
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To get started with a Zap templateāwhat we call our pre-made workflowsājust click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Notify your team about new meetings
Fireflies.ai is a great tool for updating your team with post-meeting information. Sharing key meeting insights is an excellent way to maintain transparency and ensure everyone is aligned.
But rather than having everybody manually check Fireflies.ai for new relevant recordings, you can use Zaps to automate email or team chat notifications so everyone stays in the loop. For example, you can set up a Zap to send direct messages in Slack to update specific team members about new meeting recordings. Or send channel messages in Slack to notify specific groups or departments.
You can even layer on an additional AI summary by sending the Fireflies.ai transcripts and other details to OpenAI. That way, you can add additional context to the summary from Fireflies.ai before sending out a notification or action items.
These automated notifications enhance team communication, ensuring all members are informed about meeting details, even if they can't attend the meeting in real time. This also makes sure you always have detailed notes to refer back to for any post-meeting follow-up tasks.
Send direct messages in Slack for new Fireflies.ai meetings
Fireflies.ai + Slack
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Stay on top of your meetings with this Fireflies.ai and Slack integration. When a new meeting occurs in Fireflies.ai, a direct message will be sent to the designated user in Slack, ensuring timely updates and clear communication. Keep your team informed and never miss any important details from your meetings.
Send channel messages in Slack with OpenAI responses to new meetings in Fireflies.ai
Fireflies.ai + OpenAI (GPT-4, DALL-E, Whisper) + Slack
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Once it's in place, this integration automatically relays a response from OpenAI to a custom prompt via a channel message in Slack for each new meeting in Fireflies.ai. This integration lets you to pass AI-generated text, images, and responses to teammates based on meeting transcripts, with no added clicks or keystrokes.
Send emails via Gmail with new meeting transcript PDFs from Fireflies.ai
Fireflies.ai + Gmail
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Just had a meeting and want to send your meeting's transcript to all the attendees? With the Fireflies.ai assistant Fred joining your meetings, you can automatically record, transcribe and take meeting notes for all your meetings. Use this Zap to send your meeting transcript automatically to all your participants via a custom email via Gmail.
Add meeting follow-up items to task management apps
As we all know, meetings often result in numerous follow-up tasks. By combining Fireflies.ai with Zapier, we can automatically identify these follow-up tasks and ensure they make their way into your preferred task management system.
For instance, you can set up a Zap to create tasks in Google Tasks based on meeting recordings. Similarly, you can create detailed notes in OneNote or generate new items in monday.com. By automating these processes, you streamline the transition from meeting discussions to actionable tasks, making sure every important detail is captured and addressed promptly.
Create tasks in Google Tasks for new meetings in Fireflies.ai
Fireflies.ai + Google Tasks
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This workflow springs into action with every new meeting scheduled in your Fireflies.ai app, it promptly creates a task in your Google Tasks app. Streamline your digital agenda and never miss key follow-ups from your meetings. Turn your meeting agenda into an actionable checklist effortlessly. Improve your productivity by delegating tasks directly from your meetings.
Create OneNote notes for new Fireflies.ai meetings
Fireflies.ai + OneNote
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Effortlessly consolidate your Fireflies.ai meeting notes with your OneNote notebook by setting up this automation. When a new meeting occurs in Fireflies.ai, this workflow appends the meeting notes to your OneNote notebook, ensuring all your essential information is in one place. No more manual copying or searching through multiple apps for meeting insights - streamline your note-taking process and stay organized with this powerful integration.
Create new monday.com items for Fireflies.ai meetings instantly
Fireflies.ai + monday.com
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Organize your Fireflies.ai meetings efficiently by automatically creating items in monday.com. With this workflow, every time a new meeting is scheduled in Fireflies.ai, an item will be created in monday.com, making it easy to keep track of all upcoming meetings and related tasks. Stay on top of your agendas and improve team collaboration with this seamless integration.
Add details from customer and sales meetings to your CRM
Keeping detailed records of lead and customer interactions helps personalize follow-ups and build stronger relationships.
You can accomplish this by adding notes to your CRM after any meeting with a client or prospect. But if you have a high volume of calls, important details can get missed.
Automating these updates saves time and ensures consistency and accuracy in your CRM data. That way, your sales and client service teams always have the information they need to drive successful customer relationships.
Create new HubSpot engagements from new Fireflies.ai meetings
Fireflies.ai + HubSpot
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Start streamlining your workflow with this intuitive automation. Whenever a new meeting occurs in Fireflies.ai, it triggers the creation of an engagement in HubSpot. This process allows you to efficiently manage your meetings and follow-ups by keeping your engagements updated in real time. Utilize this workflow to maintain regular contact with your clients and ensure you never miss a business opportunity.
Create and update LeadConnector contacts from new Fireflies.ai meetings
Fireflies.ai + LeadConnector
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Stay organized and ensure follow-ups with new contacts by connecting Fireflies.ai to LeadConnector. This workflow is set in motion when a new meeting takes place in Fireflies.ai, then adds or updates the contact in LeadConnector. Streamline your process and save time by making sure important contacts are automatically updated and readily accessible in your CRM.
Create meeting notes in ActiveCampaign deals for new Fireflies.ai meetings
Fireflies.ai + ActiveCampaign
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Keep track of important insights from your meetings by automatically adding notes to deals in ActiveCampaign whenever a new meeting takes place in Fireflies.ai. With this workflow, you'll never miss key details discussed in your meetings and can ensure all relevant information is organized and accessible in your CRM, saving you time and effort.
Transform meeting insights into action with Fireflies.ai and Zapier
By integrating Fireflies.ai with Zapier, you can transform how your team manages and acts on meeting data. These automated workflows not only boost productivity but also enhance team communication and client relationship management. Start leveraging these powerful tools today to optimize your team's efficiency and get the most out of your meetings.
And this is just the start of what you can do with Fireflies.ai and Zapier. What will you automate first?
