This guide covers steps to view meeting notes and tasks in Attio CRM.
Pre requisite
- Make sure you have completed the steps to integrate Attio CRM with Fireflies.
Related: How to integrate Fireflies with Attio CRM
View meeting notes
- To access meeting notes in Attio, go to the People or Companies sections.
- Click on a company or participant’s profile to view the detailed meeting history, including transcripts and action items, organized chronologically.
- Click on a meeting.
- A pop-up window with complete meeting information will appear.
View tasks
- Action items identified by Fireflies will appear as tasks in the Tasks section of Attio and be linked to the relevant contact or company.
- To view the created tasks, click Tasks from the Attio dashboard.
