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”.

👥 Admin setup for teams (Workspace Admins only)

Workspace admins can control how the Planner integration works across the team using Integration Scope options:

1. Apply to entire workspace

   • Auto-push action items from all admin-accessible meetings into Planner.

   • Great for centralizing everything under one shared config.

2. Restrict non-admin workspace member usage

   • Prevent teammates from creating their own configs.

   • Keeps things consistent and avoids duplication.

👉 To manage these, click the 3 dots on the integration page on the top, set your preference, and hit Save.

✏ 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.

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