Fireflies.ai + Fundwave
Add Fundwave notes for new Fireflies.ai meetings
Activate this template to add a Fireflies.ai meeting summary note in Fundwave. It gets recorded in the deal whose contact email matches the attendee's email.
Activate this template to add a Fireflies.ai meeting summary note in Fundwave. It gets recorded in the deal whose contact email matches the attendee's email.
- When this happens...New Meeting
Triggers when a new meeting with transcripts is created.
- automatically do this...Find Pipeline in Dealflow
Find Pipeline in Dealflow by Name.
- then do this...Find Deal in Dealflow
Find Deal in Dealflow by Name or by Contact Person email for a given Pipeline ID.
- then do this!Add a New Note
Adds a New Note to a Deal.
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Transcript Format
Include Speaker Names
Include Timestamps
Notes List Format
Custom Topics to Include
Try ItTranscript Format
Include Speaker Names
Include Timestamps
Notes List Format
Custom Topics to Include
Meeting Title
Date
Host Email
Participant Email
Transcript Format
Include Speaker Names
Include Timestamps
Notes List Format
Custom Topics to Include
Fund NameRequired
Currency CodeRequired
Country CodeRequired
Incorporation Date of the Fund Parnership (YYYY-MM-DD)Required
Fund Initial Closing Date (YYYY-MM-DD)Required
Fund TypeRequired
Investor Account TypeRequired
Chart Of AccountsRequired
Manager ID
Source Fund ID
Template COA ID
Is New COA
Audio URL LinkRequired
TitleRequired
Participant Name
Participant Email
Participant Phone
Meeting IdRequired
Transcript Format
Include Speaker Names
Include Timestamps
Notes List Format
Custom Topics to Include
Deal NameRequired
Pipeline IDRequired
Description
Stage (ID)
Contact Person Name
Contact Person Email
Contact Person Mobile No
How much you are raising
Sector ID
Sub Sector ID
Source (ID)
Note ContentRequired
Pipeline IDRequired
Deal IDRequired