How to Integrate Microsoft Planner with Fireflies

Turn your Fireflies meeting action items into trackable tasks inside Microsoft Planner — so your team can organize, assign, and complete work without anything slipping through the cracks.

Whether you’re managing projects, running client calls, or coordinating across departments, this integration ensures every decision and follow-up gets captured directly where your team works.

🚀 What can this integration do?

Once connected, Fireflies can:

• ✅ Push meeting action items directly into Microsoft Planner as tasks

• ✅ Attach meeting context like meeting title, link, and timestamp where the action item was said

• ✅ Route tasks to the right Plan and Bucket automatically

• ✅ Filter and send only your tasks (assigned to you)

• ✅ Apply rules to control which meetings/action items flow into specific Plans/Buckets

🔧 Step-by-step: Set up Microsoft Planner + Fireflies

1. From your Fireflies dashboard, go to Integrations

   

2. Search for Microsoft Planner and Click to open it.

   

3. Click Connect and you’ll be redirected to Microsoft to grant permissions. Hit Accept to continue.

   

After connecting, you’ll be directed to configure your integrations

⚙ Configuration options

When setting up, you’ll see these options:

• Plan – The plan where tasks will be created.

  

• Bucket – The bucket inside the plan for organizing tasks.

  

• AI-assisted tasks (optional) – Toggle “Only filter and create tasks assigned to me”.

  

  • ON → Fireflies only creates tasks that are specifically assigned to you in meetings.

  • OFF → All meeting action items will be pushed.

• Test the connection (optional) – Create a sample task in Planner to confirm setup.

  

🎯 Add integration rules (Optional but recommended)

Click Additional Options to refine which meetings push tasks into Planner.

You can filter by:

• Meeting Title

• Host

• Participants

• Meeting Type (internal vs external)

  

These filters are stackable with AND/OR logic, so you can build very specific conditions.

🧠 Example: Send tasks from “Client Demo” meetings hosted by Alex AND including Priya as a participant, OR send internal meetings tagged as “Ops”.

👥 Team Integration Settings

Workspace admins can control how the Microsoft Planner integration is used across their team. The available options depend on your plan and workspace role.

Click the vertical ellipsis (⋮) next to your Microsoft Planner and select Team Permissions from the dropdown list.

Business and Enterprise

If you are a Workspace Admin on a Business or Enterprise plan, you can manage granular Integration Permissions for the integration, including who can access and connect it.

📖 See Integration Permissions: Control Who Can Access and Connect Integrations for detailed instructions on managing integration permissions.

Free and Pro

Free and Pro users do not have access to the full Integration Permissions dashboard. Instead, Team Permissions opens a modal with the available workspace-level settings.

• Apply to entire workspace → Toggle this ON to apply the Microsoft Planner integration across your Fireflies workspace. All team meetings accessible by the team admin will have notes sent to Microsoft Planner, keeping everything centralized.

  📌Meetings that are set to private in a teammate’s Privacy Settings won’t be pushed to Microsoft Planner unless you’re a Super Admin who can access meetings regardless of privacy settings.

• Restrict non-admin usage → Toggle this ON to prevent non-admin members from creating their own Microsoft Planner configurations. This helps maintain consistent data practices and avoids accidental CRM clutter.

After adjusting the toggles to fit your team’s workflow, click Save to apply the changes.

✏ Manage configurations

Once your config is saved:

• It will appear under the Configurations tab.

• You can toggle configs ON/OFF anytime.

• Rename them (e.g., “Client Demos → Planner”).

• Add more configs with + Add Config to route different workflows to different Planner boards.

✅ What happens after setup?

When a meeting ends, Fireflies will automatically create Planner tasks for action items with:

• Task title = the action item itself

• Details = meeting title, direct link, and timestamp when mentioned

  

Your Planner boards will always stay updated with actionable tasks—no manual copy-pasting.

⏪ Push Past Meetings to Microsoft Planner

Sometimes, the meetings you want in Microsoft Planner happened before you connected the integration. Whether you enabled the integration later or simply want to add older meeting notes to your Planner tasks, Push Past Meetings lets you choose a date range and meeting type, then send those meetings to Microsoft planner in just a few clicks.

Follow the steps below to push past meetings to Microsoft Planner.

1. From the Microsoft Planner integration page, click Push past meetings.

   

2. A dialog box will appear. Choose the following:

• Date range → Select the meetings you want to send by choosing Last 7, 14, 30, 60, or 90 days, or specify a custom date range.

  

• Meetings to push → Choose whether to push Meetings I attended, Meetings I organized or joined, or All my meetings.

  

3. Click Push. Fireflies will send the matching meeting notes to Microsoft Planner using your existing configuration settings.

   

📌 Related Guides for Microsoft ecosystem integrations

• How to integrate Microsoft To Do with Fireflies

• How to integrate Microsoft OneNote and Fireflies

• How to integrate OneDrive with Fireflies

• How to integrate SharePoint with Fireflies

• How to integrate Microsoft Dynamics 365 with Fireflies