How to Integrate Microsoft Planner with Fireflies
Last updated: July 8, 2026
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
From your Fireflies dashboard, go to Integrations
Search for Microsoft Planner and Click to open it.
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”.
Integration Rules are available only on Business & Enterprise plans.
👥 Admin setup for teams (Workspace Admins only)
Workspace admins can control how the Planner integration works across the team using Integration Scope options:
Apply to entire workspace
Auto-push action items from all admin-accessible meetings into Planner.
Great for centralizing everything under one shared config.
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.
⏪ 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.
Note: Make sure you've connected Microsoft Planner and created at least one push configuration before using Push Past Meetings. If you haven't, complete the Setting Up Your Configuration section above first.
Follow the steps below to push past meetings to Microsoft Planner.
From the Microsoft Planner integration page, click Push past meetings.
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.
Click Push. Fireflies will send the matching meeting notes to Microsoft Planner using your existing configuration settings.
Meetings recorded after you connect Microsoft Planner are sent automatically. Push Past Meetings is only needed for meetings that happened before the integration was connected.
📌 Related Guides for Microsoft ecosystem integrations