How to view meeting notes and tasks in Attio CRM

This guide covers steps to view meeting notes and tasks in Attio CRM.

Pre requisite View meeting notes View meeting tasks

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.