What You'll Need:

• Email address
• Calendar access (Google or Microsoft)
• Meeting platform (Zoom, Teams, Google Meet, etc.)

Step-by-Step Implementation:

1. Sign up at fireflies.ai
2. Connect your calendar (Google Calendar, Outlook)
3. Install the browser extension when prompted
4. Connect your meeting platforms (Zoom, Teams, etc.)
5. Configure recording settings:
   • Toggle automatic recording on/off
   • Set privacy preferences
   • Choose transcription language

Integration with Workflow:

• Set up integrations with Slack, Notion, or your CRM
• Configure automatic summaries to be sent after meetings
• Create custom topics to track recurring themes

Verification Check:

✓ Is Fireflies joining your scheduled meetings?
✓ Are transcripts being generated accurately?
✓ Can you access recordings and summaries after meetings?