How to Build Your Own AI Skill to Automate Meeting Workflows, Summaries, or Insights

Fireflies lets you create powerful AI Skills that automatically analyze your meetings and generate summaries, insights, action items, and more—tailored exactly to your workflow.

Whether you want a skill that processes one meeting at a time or a scheduled multi-meeting skill that runs daily, weekly, or monthly, this guide walks you through building your own AI Skill from scratch.

You'll learn how to write instructions, set visibility, choose when the skill runs, add integrations, and preview your output before saving your skill.

Let’s get started 🚀

🔑 Prerequisites

Before you start building your own AI Skill, make sure:

• You have an active Fireflies account with access to AI Skills..

• You have enough AI Credits (each skill run consumes 1 credit on a one-time basis).

  👉 Learn more: AI Credits Overview

• If you plan to send outputs to external platforms (such as HubSpot, Notion), you can configure the required integrations directly within the AI Skill settings during setup—no prior setup is required.

🚀 Create an AI Skill (Step-by-Step)

1. Navigate to AI Skills

Log in to your Fireflies account and click on the AI Skills tab from the left-hand menu. This opens the Discover tab by default.

2. Create an AI Skill

1. Click the Create Skill button at the top-right corner of the page to start building your custom AI Skill.

   

2. A setup window will appear where you can set up and customize your skill.

   

3. Name Your Skill & Describe What It Should Do

• Skill Name: Give your skill a clear, descriptive name so you can easily identify it later (e.g., Sales Call Summary Generator, Weekly Performance Extractor).

• Description: Explain exactly what you want the skill to generate—more specific instructions lead to better results.

Example: “Create a sales-focused summary highlighting pain points, budget, timeline, key objections, decision-makers, and next steps.”

Click Next to proceed.

4. Configure Your AI Skill

Add Instructions for Your AI Skill

In the Instructions box, clearly describe what you want your AI Skill to generate. The more specific you are, the better the results.

You can include:

• What to extract (e.g., “Highlight pain points, budget, objections, decision-makers, next steps.”)

• Formatting (e.g., “Return the output in bullet points.”)

• Constraints (e.g., “Keep it concise and avoid repetition.”)

✔ This is the core instruction your skill will follow for every meeting.

Set Your Skill Schedule

Choose when your AI Skill should run. You can let it run automatically based on the schedule you prefer.

For each schedule type, Fireflies displays a default runtime on your dashboard. Daily and weekly schedules follow this same default time.

• Daily – Runs automatically every day at the default time.

• Weekly – Runs once a week at the same default time.

• Monthly – Runs once a month on a selected date (1st–28th) and at the same default time.

• Per Meeting – Runs automatically after each meeting is processed. Ideal for: 1:1 summaries, sales call analysis, and action item extraction.

  

Per Meeting is best for BANT, discovery insights, coaching summaries, or action items.

Daily/Weekly/Monthly Scheduled Skills are ideal for multi-meeting reports, such as leadership summaries or team trends.

👉 Learn more: Scheduled AI Skills—Automate daily, weekly, or monthly insights across Fireflies meetings

Select Output Type

Choose the format for your skill's output:

• Text: A written summary or analysis.

• Chart: A visual data output. Best for skills that track scores, trends, or comparisons across meetings.

  

Select Output Visibility:

Choose who can see the AI Skill outputs:

• Only me: Only you can view the results.

• Teammates: Everyone in your team can view the results.

• Share via link: Anyone with the shareable link can view the skill output.

  

Choose Where the Skill Should Run:

Decide which meetings your AI Skill should analyze automatically. Fireflies lets you control this with flexible “Run skill on” options:

1. My meetings — The AI Skill runs only on meetings where you are the host or participant.

2. My workspace’s meetings—The AI Skill runs for all meetings across your workspace (available for admins).

   

3. Custom—Apply the skill only to specific meetings based on:

• Meeting host (e.g., run only for meetings hosted by certain teammates)

• Meeting participants (e.g., run only when specific people attend)

• Meeting title (e.g., “Customer Call,” “Sales Demo,” “Team Sync”)

• Meeting type—internal vs external meetings

  

This gives you precise control so the skill only runs where it’s actually needed.

5. Select Your GPT Model

When using the run skill schedule Per Meeting, choose the model that fits your workflow:

• GPT Basic: Fast, simple outputs—short summaries, quick action items. (Uses 1 credit per prompt)

• GPT Advanced: More detailed and structured insights—sales notes, coaching, multi-section summaries. (Uses 3 credits per prompt)

• GPT Advanced Large: Deep analysis for long or complex meetings—enterprise sales, technical calls, workshops. (Uses 5 credits per prompt)

  

6. Set Skill Visibility

At the top right of the skill editor, click the visibility dropdown to control who can view or run this skill:

• Only me — Only you can see and run this skill.

• Teammates — All teammates in your workspace can see and run this skill.

• User groups — Limit access to specific groups within your workspace.

7. Send AI Skill Output to Your Connected Tools

If your schedule is set to Per Meeting, an Integrations section will appear inside the AI Skill template editor. This allows you to automatically send your AI Skill’s results to the tools (Slack, Zoho, ClickUp, and many more) your team already uses.

Just click Connect next to any tool you want to use. Once connected, Fireflies will automatically deliver your AI Skill outputs after every meeting.

8. Select Meetings to Preview Your Skill Output

Before you finalize the template, Fireflies gives you a chance to preview the results using your real meetings.

This helps you make sure the template’s instructions are working exactly the way you expect.

9. Create Your Skill

Once you’ve reviewed all your settings—instructions, schedule, visibility, integrations, and preview—click Create Skill to save and activate your AI Skill.

10. View Your Active AI Skills

Find your skill anytime under AI Skills → Active Skills → My Skills, where you can edit, preview, enable/disable, or delete it.

11. Monitor Outputs in the AI Skills Feed

Go to the Feed tab to view the outputs generated by your AI Skills.

• Each time a skill runs, its output appears here

• Outputs vary based on the AI skill — summaries, follow-up emails, reports, and more

• Filter results by schedule, creator, or who the skill runs for

📋 Want to learn more? Check out → [Explore the AI Skills Feed]

🔁 Recap

You can build your own AI Skill in Fireflies to automate summaries, insights, and workflows across your meetings.

• Clicked + Create Skill and described what you want the skill to do.

• Configured the name, schedule, output type, visibility, and run rules.

• Connected integrations if needed.

• Previewed the output on a real meeting and refined your instructions.

• Saved — your skill now runs automatically on your meetings.

• View results in the Feed or manage your skill under Active Skills.

📚 Related Guides

• Learn About AI Skills → New to AI Skills? Start here for an overview of how they work.

• Create an AI Skill from an Existing Template → Prefer to start from a ready-made template instead of building from scratch?

• Send AI Skill Outputs to Any Integrated Tool → Automatically send skill results to Slack, HubSpot, Notion, and more.