How to integrate Microsoft To Do with Fireflies

Last updated: August 25, 2025

Whether you're a solo contributor or managing a cross-functional team, Fireflies + Microsoft To Do helps you stay on top of follow-ups. With structured task syncing and powerful filters, your to-do list stays focused and relevant.

What This Integration Lets You Do

Once set up, Fireflies will:

  • Detect action items from your meetings

  • Sync them into your chosen Microsoft To Do list

  • Include meeting title, time, and transcript link

  • Let you filter which meetings get synced using integration rules

  • Support multiple configurations per workspace

  • Allow admins to roll out the setup team-wide

🧭 Step 1: Connect Microsoft To Do

  1. Go to Integrations in the left menu

    Todoist integration - dashboard.gif

  2. Search for Microsoft To Do and Click Connect

  3. Authorize access with your Microsoft login and click Accept.

  4. You’ll be redirected back to Fireflies — to configure the integration

    Microsoft To Do Integration - Connect.gif

🔧 Step 2: Set Up Your First Configuration

This is where you decide where tasks should be pushed and how they should look:

  1. Select your target List inside Microsoft To Do
    (e.g., “Tasks”, “Team To-Dos”)

    Optional: 🔍 Want to Only Push Tasks Assigned to You? You can!

    Just enable the toggle "only filter and create tasks assigned to me"

    This way, you won’t get bombarded with others' action items.

    Microsoft To Do Integration - configuration List & Tasks.gif

  2. Click Create Sample Task to test your connection

    Microsoft To Do Integration - configuration - sample task.gif
  3. Hit Continue, then Save

Once you’re done with the above steps, you have another option if you're on Business or the enterprise plan. Read below

Optional: Apply Integration Rules (Business & Enterprise Only)

Available to all Business & Enterprise plan users, integration rules let you control which meetings trigger a sync.

To access:

  1. Under your config, click Additional Options

  2. Set up rules using:

    • Meeting title (e.g., “Weekly Sync”)

    • Host (e.g., Alex@company.com)

    • Participants (comma-separated)

    • Meeting type (Internal or External)

    Microsoft To Do Integration - configuration: additional option - integ rules.gif

  3. Use AND/OR logic to combine filters

    Integration rules .gif

  4. Once, you have added the integration rules, hit Save and name your config for easy tracking

    Microsoft To Do Integration - configuration - save.gif

👥 Admin Setup for Teams (Workspace Admins Only)

Workspace admins can control how the Microsoft To Do integration works across their team with two options under Integration Scope:

  1. To set up team options, click on the 3 dots on your integration page

    Microsoft to-do integration - team options.gif

  2. You will see a pop up with 2 Options, toggle on based on your preference and hit save

    Screenshot 2025-08-25 at 1.40.25 PM.png

    A. Apply to entire workspace

    Use this to auto-push action items from admin-accessible meetings to Microsoft To Do for the whole team.

    • Great for setting a shared config that covers everyone.

    • Only the admin’s meetings will be pushed.

    B. Restrict non-admin workspace member usage

    Block teammates from creating their own configs on top of the team-wide integration.

    • Keeps things centralized and clean.

    • Prevents conflicting setups by individual users.

What Do These Tasks Look Like in Microsoft To Do?

Each synced task includes:

The action item text as the task title

📌 The meeting title (in brackets)

🔗 A link to the Fireflies transcript or Notepad

Screenshot 2025-08-25 at 1.25.27 PM.png

🛑 Disconnect Integration

  • Click Disconnect to fully remove the setup

    Microsoft To do integration - disconnect.gif

    Note: Disconnecting will require you to follow the setup steps again if you choose to reconnect later.

And that’s everything you need to know to start syncing your Fireflies action items to Microsoft To Do — in a way that’s structured, filtered, and fully customizable for both individuals and teams.