How to Integrate SharePoint with Fireflies

Meetings generate transcripts, summaries, and recordings your team needs later — and the SharePoint + Fireflies integration saves them automatically in the right SharePoint folder. Eliminating manual uploads and keeping everything organized and easy to access.

Let’s get started 🚀

🔍 What does the SharePoint integration do?

Automatically save transcripts, summaries, and recordings to SharePoint — no uploads needed.

• Store everything in one place — all meeting content saved to SharePoint.

• Stay organized — no duplicate files or missing notes.

• Collaborate easily — teammates can view, search, and share content anytime.

🔑 Prerequisites

Before connecting Fireflies with SharePoint, make sure these prerequisites are in place for a smooth setup.

• Fireflies account → Log in to your Fireflies workspace, where you’ll manage the integration.

• Microsoft 365 account → Sign in with the account that has permission to connect to SharePoint.

• SharePoint site & folder access → Make sure you can access the site and folders where Fireflies will save your transcripts and recordings.

🔗 Connect SharePoint to Fireflies

Step 1: Log in to your Fireflies account, click on the Integrations tab, and search for SharePoint. Click on it to get started.

Step 2: Click Connect and sign in with your Microsoft 365 account. A quick authorization screen will appear, and in just a few seconds, Fireflies will securely connect to your SharePoint.

Step 3: Once approved, you’ll be redirected back to Fireflies to configure your integration setup.

⚙ Setting Up Your Configuration

Step 1: Choose your SharePoint site and folder

Pick the exact place in SharePoint where Fireflies will send your meeting data. This way, everything stays organized and easy to find later.

• Select your site → Use the dropdown or search bar to choose the SharePoint site (for example, a Communication site) where files should go.

• Pick a folder → Many teams create a dedicated “Fireflies Meetings” folder inside that site to keep transcripts, summaries, and recordings neatly stored.

Step 2: Choose what Fireflies should save for you

Think about what’s most useful for your team after a meeting — do you want the full transcript, the raw recording, or just a quick recap? Fireflies lets you pick exactly what gets stored in SharePoint.

• Save Meeting Transcript → Automatically saves the full transcript in Fireflies Meetings > Transcripts.

• Save Meeting Recording → Saves the audio file from your meeting. On a Business plan or higher, if a video recording is available, Fireflies saves the video instead in Fireflies Meetings > Recordings.

• Save Meeting Summary → Stores an AI-generated summary with key points and action items in Fireflies Meetings > Summaries.

Once you’ve made your choices, click Continue to move forward.

Step 3: Verify your SharePoint setup

Before going live, it’s a good idea to make sure everything is connected correctly. Fireflies gives you a quick way to test this.

• Click “Verify SharePoint setup” → Fireflies will instantly send a sample file to the folder you selected.

• Check your SharePoint site to confirm the file appears in the right place.

Once you’ve verified it, click Continue to move forward.

🧩Additional Options - Integration Rules

By default, Fireflies sends files from every meeting to SharePoint. That way, nothing is missed — but it can also overflow your folder with files you don’t always need. Integration Rules let you filter which meetings deliver files, so only the ones that matter are stored in SharePoint.

🗂 All Meetings

Send files from every meeting — client calls, team syncs, check-ins — with no filters applied.

📝 Meeting Title

Only send files if the meeting title matches the rules you set (Contains, Starts with, Equals, Doesn’t Contain). Example: Only save files for meetings titled “Client Review” or “Interview.”

👤 Meeting Host

Filter files by the meeting’s host.

• Equals → Only save files from meetings hosted by john@example.com.

• Not Equal → Save files from all meetings except those hosted by John.

👥 Meeting Participants

Filter files based on who attended.

• Contains → Only save files if sara@example.com was a participant.

• Doesn’t Contain → Exclude files from meetings that included alex@example.com.

🎦 Meeting Type

Filter by meeting type.

• Example: Equals External → Only external meetings will be saved to SharePoint.

🔀 Apply Multiple Filters

Combine filters for precision.

• Example: Title contains “Interview” AND host is john@example.com.

• Rules 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, files will only be delivered to SharePoint for meetings that match all of these criteria:

✅ Example applied: Title contains Interview, host = John, participant = Mary, type = External.

📄 Transcript Format

Decide how your meeting transcripts should be saved when they land in SharePoint.

You can choose from formats like PDF, DOCX, JSON, CSV, or SRT, and turn on helpful options such as:

• ✅ Include speaker labels → See who said what.

• ✅ Include timestamps → Quickly jump to moments in the transcript.

💡 Example: Choose CSV if you plan to analyze transcripts in Excel or Sheets, or PDF if you just want a clean, shareable copy in your SharePoint folder.

📝Summary Format

Choose the format for your AI-generated meeting summaries.

• Supported formats: PDF, DOCX

💾 Save Your Configuration

Click Save to activate the integration — a flash message will confirm that your configuration has been successfully added.

👥 Team Integration Settings

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

Click the vertical ellipsis (⋮) next to your SharePoint 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 SharePoint integration across your Fireflies workspace. All team meetings accessible by the team admin will have notes sent to SharePoint, keeping everything centralized.

  📌Meetings that are set to private in a teammate’s Privacy Settings won’t be pushed to SharePoint 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 SharePoint configurations. This helps maintain consistent settings and avoid unintended changes.

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

🛠 Manage Configuration

Over time, you may need to update your SharePoint integration — maybe to rename a configuration, adjust the site or folder, or remove ones you no longer need. Fireflies makes this simple with a few options:

• ✏ Edit Configuration Name → Give each SharePoint configuration a clear, descriptive name so it’s easy to recognize (especially helpful if you’ve connected multiple sites or folders). Just click the configuration name (e.g., Default Configuration), type the new name (e.g., HR Interviews), and click outside the field to save.

• ⚙ Edit Configuration Settings → Need to adjust where your files go or what Fireflies saves? Click the vertical ellipsis (⋮) next to a configuration, select Edit, update the SharePoint site or folder, change your output preferences (transcripts, recordings, summaries), and click Update to save.

• 🗑 Delete Configuration → If a configuration is no longer useful (for example, a project ends or your team moves to a different SharePoint folder), you can safely delete it. Click the vertical ellipsis (⋮) next to the configuration, select Delete, and confirm.

• 🔘 Enable or Disable a Configuration → Use the toggle switch next to a configuration to quickly control it. Toggle ON to deliver meeting files (transcripts, recordings, summaries) to the linked SharePoint folder; toggle OFF to pause without deleting.

📤 How Files Appear in SharePoint

Fireflies automatically saves your meeting transcripts, recordings, and summaries into the SharePoint site and folder you select. Everything is neatly sorted into subfolders — Transcripts, Recordings, and Summaries — inside Fireflies Meetings, so you always know where to find them.

⏪ Push Past Meetings to SharePoint

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

Follow the steps below to push past meetings to SharePoint.

1. From the SharePoint 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 SharePoint using your existing configuration settings.

   

✅ Send AI Skill Outputs to SharePoint

Want to send more than just meeting notes to SharePoint? Fireflies also allows you to send AI Skill outputs directly to your connected SharePoint account.

This is helpful when you want custom AI-generated content, such as project updates, customer insights, follow-up emails, call analyses, or action item reports, automatically logged to SharePoint for your team to review and act on.

👉 Learn how: Send AI Skill Outputs to Any Integrated Tool.

❌ Disconnect Integration

If you no longer need Fireflies connected to SharePoint — for example, when cleaning up old folders or moving to a different storage setup — you can disconnect it with a single click.

Click the Disconnect button to remove the SharePoint integration. This immediately ends the connection, and Fireflies will no longer transfer files to SharePoint.

🛠 Troubleshooting

❓ Frequently Asked Questions

Q1. Can I connect more than one SharePoint site?

Yes. You can set up multiple configurations in Fireflies and point each one to a different SharePoint site or folder.

Q2. Will Fireflies overwrite existing files in my SharePoint folder?

No. Each meeting creates a new file with its own timestamp, so your existing files stay untouched.

Q3. What happens if I disable the integration instead of disconnecting it?

Disabling simply pauses file delivery. You can re-enable it anytime without redoing the full setup.

Q4. Who controls access to the files in SharePoint?

Access is managed entirely through your SharePoint/Microsoft 365 permissions. Fireflies only delivers the files; it doesn’t change who can view them.

🔄 Recap

The SharePoint + Fireflies integration makes sure your meeting content is always easy to find and ready to use:

• Centralized → All transcripts, recordings, and summaries go into one SharePoint site and folder.

• Organized → Files are sorted into subfolders for quick access.

• Collaborative → Your team can view, share, and work on meeting content without extra steps.

📚 Related Guides

📌 Fireflies Integrations → See all the apps and storage tools you can connect with Fireflies.

📌 Download Meeting Files → Learn how to download transcripts, summaries, or recordings from Fireflies.

📌 Google Sheets Integration → Learn how to connect Fireflies to Google Sheets and send meeting data directly into your spreadsheets.