How to Integrate Microsoft Excel with Fireflies
Last updated: April 20, 2026
The Fireflies × Microsoft Excel integration helps teams keep meeting data organized inside Excel — without manual updates or copy-pasting.
It’s ideal for teams that already use Excel to track conversations, decisions, and outcomes, and want meeting insights to stay automatically up to date in their existing Microsoft 365 workflows.
Let’s get started 🚀
🔍 What Does the Microsoft Excel Integration Do?
Once connected, Fireflies automatically sends your meeting notes to a single Excel workbook stored in your selected OneDrive folder.
It helps you:
Keep a structured meeting log → Each meeting is added as a new entry in Excel.
Collaborate easily → Edit, share, and work on meeting data directly in Excel (web and desktop).
Access rich meeting details → Includes notes, action items, transcripts, and summaries in a structured format.
🔑 Prerequisites
Before connecting Microsoft Excel with Fireflies, make sure you have the following:
A Microsoft account: with access to OneDrive and Excel (Online or Desktop).
An active Fireflies account.
OneDrive folder access where Fireflies can create and update an Excel workbook.
Admin access in Fireflies (required for team-wide integrations).
🔗 Connect Microsoft Excel to Fireflies
Step 1: Log in to your Fireflies account, go to the Integrations page, and search for Microsoft Execl. Click on it to get started.
Step 2: Click Connect, and you’ll be redirected to the Microsoft sign-in page. Sign in with the Microsoft account connected to your OneDrive.
Step 3: Click on the Accept button to authorize Fireflies to access your OneDrive and create and update an Excel workbook in your selected folder.
Step 4: Once approved, you’ll be redirected back to Fireflies to configure your integration setup.
⚙ Setting Up Your Configuration
Step 1: Select Your Folder
Choose the OneDrive folder where the Excel workbook with your meeting notes will be saved. Fireflies will create the workbook inside this folder and keep it updated automatically.
Use the search dropdown to find and select the correct folder, then click Continue to move to the next step.
Make sure you have edit access to the selected OneDrive folder. If you don’t see a folder listed, create one in OneDrive or Excel first, then return to this page to select it.
Step 2: Create a Sample Note
Before you go live, make sure everything is working correctly.
Click Create a sample note → Fireflies will create a sample entry in the Excel workbook inside your selected OneDrive folder.
Open the Excel file to confirm the sample note appears as expected.
Once verified, click Continue to finish setup.
This test won’t affect your real meetings — it just confirms that Fireflies can successfully send notes to your Excel workbook.
🧩 Additional Options – Integration Rules
By default, Fireflies sends meeting notes to your Excel workbook for every meeting. While this keeps everything up to date, you may not always want every meeting included.
Integration Rules give you control over which meetings are added to your Excel workbook, so only relevant meetings are included.
Integration Rules are available on Business or higher plans.
💡 Learn more about our different pricing plans and how to get started.
🗂 All Meetings
Automatically send notes from every meeting — client calls, team syncs, or check-ins — to your Excel workbook with no filters applied.
📝 Meeting Title
Send meeting notes to Excel only when the meeting title matches the rules you set (Contains, Starts with, Equals, Doesn’t Contain).
Example: Save meetings titled "Client Review" or "Interview".
Add multiple keywords separated by commas (e.g., Interview, Client Review, Demo).
👤 Meeting Host
Control which meetings are included based on who hosted the meeting.
Equals → Include only meetings hosted by
john@example.comNot Equal → Include all meetings except those hosted by John
👥 Meeting Participants
Filter meetings based on who attended.
Contains → Include meetings where
sara@example.comattendedDoesn’t Contain → Exclude meetings that included
alex@example.com
🎦 Meeting Type
Filter meetings by type.
Example: Equals → External → Only external meetings are added to your Excel workbook.
🔀 Apply Multiple Filters
Combine multiple filters for more precise control.
Example:
Meeting title contains Interview AND host is john@example.com.
Rules can use AND (all conditions must match) or OR (any condition matches).
You can view all the filters currently applied to your configuration. In this example, meeting notes are added to the Excel workbook only when all conditions are met.
✅ Example applied: Title contains Client Review, host = John, participant = Mary, type = External.
💾 Save Your Configuration
Click Save to activate the integration — a flash message will confirm that your configuration has been successfully added.
You can set up multiple configurations — for example, one for internal meetings and another for client calls.
👥 Team Options
Sometimes, you may not want every teammate creating their own Excel configurations — especially if your team needs a consistent folder structure or a shared meeting log. Team Options allow workspace admins to control whether the integration applies only to them or across the entire workspace.
Click the vertical ellipsis (⋮) next to your Microsoft Excel integration and select Team Options from the dropdown list.
A modal window will appear with these options:
Apply to entire workspace → Toggle this ON to apply the integration across your Fireflies workspace. All team meetings accessible by the team admin will have notes sent to the Excel workbook, keeping everything centralized.
📌 Meetings that are set to private in a teammate’s Privacy Settings won’t be added to the Excel workbook unless you’re a Super Admin who can access meetings regardless of team privacy settings.
Restrict non-admin usage → Toggle this ON to prevent non-admin members from creating their own Excel integration configurations. This helps maintain consistent organization and compliance.
After adjusting the toggles to fit your team’s workflow, click Save to apply the changes.
Use workspace-level settings for shared or company-wide meeting logs, and personal configurations when individuals prefer to manage their own Excel files.
🛠 Manage Configuration
Over time, you may need to update your Microsoft Excel integration — whether it’s to rename a configuration, change where meeting notes are sent, or remove configurations you no longer use. Fireflies makes this easy with a few quick options:
✏ Edit Configuration Name → Give each Excel configuration a clear, descriptive name so it’s easy to recognize (especially helpful if you’ve connected multiple folders or workbooks). Click the configuration name (for example, Default Configuration), type a new name (such as Sales Meetings), and click outside the field to save.
Clear names help when managing multiple folders or Excel workbooks within your workspace.
⚙ Edit Configuration Settings → Need to update where Fireflies sends your notes in Excel? Click the vertical ellipsis (⋮) next to a configuration, select Edit, choose a different OneDrive folder, and click Update to save.
🔘 Enable or Disable a Configuration → Use the toggle next to a configuration to control it quickly. Toggle ON to send meeting notes to Excel; toggle OFF to pause the connection without deleting it.
This is helpful if you’ve connected multiple OneNote configurations (e.g., Team Notes and Client Projects) and only want one active at a time. Fireflies remembers your settings when you turn configurations back on.
🗑 Delete Configuration → If a configuration is no longer needed (for example, a project ends or your team no longer uses that Excel workbook), you can safely delete it. Click the vertical ellipsis (⋮) next to the configuration, select Delete, and confirm.
Deleting a configuration stops Fireflies from sending notes to the associated Excel workbook, so make sure it’s no longer needed before removing it.
📤 How Meeting Notes Appear in Excel
Once connected, Fireflies adds your meetings to a single Excel workbook in your selected OneDrive folder. Each meeting appears as a new row with columns for the title, date, gist, invited and attended participants, overview, notes, action items, transcript, and summary.
This structured layout makes it easy to scan, filter, and work with meeting data directly in Excel — all from one shared workbook.
❌ Disconnect Integration
If you no longer need Fireflies connected to Microsoft Excel — for example, when reorganizing folders or changing how your team tracks meetings — you can disconnect the integration at any time.
Click Disconnect to remove the Microsoft Excel integration. This immediately ends the connection, and Fireflies will stop adding meeting notes to your Excel workbook.
Once disconnected, Fireflies will no longer update the workbook. You can reconnect the integration later if you decide to resume syncing your meeting notes.
🛠 Troubleshooting
Issue | What to Check / Do |
Meeting not appear in Excel | Make sure the Microsoft Excel integration is active and correctly configured. Confirm the selected OneDrive folder and click Create a sample note to test the connection. |
Excel workbook not found | Check that the selected OneDrive folder still exists and that you have edit access to it. If needed, select a different folder and update the configuration. |
Some meetings missing | Review your Integration Rules. If filters are too restrictive, some meetings may be excluded. Try enabling All Meetings to capture everything. |
Authorization or login issues | Reconnect your Microsoft account to refresh access. Make sure you’re signed in with the account that owns or can edit the selected OneDrive folder. |
Still stuck? Contact support via this link for more help.
❓ Frequently Asked Questions
Q1. Can I choose where the Excel workbook is created?
Yes. During setup, you select the OneDrive folder where Fireflies creates and updates the Excel workbook.
Q2. Can I edit meeting notes directly in Excel?
Yes. Once meeting data appears in Excel, you can edit, format, filter, or add your own columns as needed.
Q3. Does Fireflies overwrite existing data in Excel?
No. Each meeting is added as a new row in the workbook. Existing rows and edits remain unchanged.
Q4. Why do I see sample entries in my Excel file?
Sample entries are created when you test the integration during setup. They confirm that Fireflies can successfully add meeting data to Excel.
🔄 Recap
The Fireflies × Microsoft Excel integration helps teams keep meeting data organized inside Excel:
Centralized → All meetings are stored in a single Excel workbook in OneDrive
Automatic → Meetings are added after each call with no manual work
Flexible → Filter meetings, collaborate in Excel, and build workflows on top of your data
📚 Related Guides
Microsoft Integrations with Fireflies → Microsoft Teams, Microsoft SharePoint, Microsoft Planner, Microsoft OneNote, Microsoft To Do, Microsoft Dynamics 365.
Fireflies Note-Taking Integrations → Explore other note-taking tools like Notion, Google Docs, and Google Sheets that work seamlessly with Fireflies.
Real-Time Notes Feature → Capture notes live as the meeting happens.
Download Transcripts, Summaries & Recordings → Export your meeting data in formats you need.
Integration Rules → Learn how to control which meetings are saved