Use Pre-built AI Skills to Automate Your Meeting Workflows, Summaries, or Insights

Fireflies offers a library of ready-made AI Skill templates that you can instantly use to automate your meeting summaries, insights, follow-ups, CRM updates, and more—without writing your own prompts from scratch.

Whether you want a skill that analyzes each meeting individually or a multi-meeting app that runs daily, weekly, or monthly across all your workspace meetings, this guide will walk you through how to select, customize, and activate any pre-built AI Skill.

Let’s get started 🚀

🔑 Prerequisites

Before you use a pre-built AI Skill, make sure you have the following ready:

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

• You have enough AI Credits (each skill run consumes 1 credit per meeting).

  👉 Learn more: AI Credits Overview

• If you plan to send outputs to other platforms (HubSpot, Notion, Slack, etc.), ensure the integrations are already connected.

🚀 Use a Pre-Built AI Skill (Step-by-Step)

1. Go to the AI Skills feed

Log in to your Fireflies account and click on the AI Skills tab from the left-hand menu to open your AI Skills Feed.

2. Explore the Discover Tab

• Discover section, which is the default tab that opens when you click AI Skills. Here, you'll see the pre-built AI skill templates.

  

• Use category filters (e.g., Sales, HR, Finance) to narrow down your search. Click More to see all categories and select the ones relevant to you.

  

• Browse Top Picks for You to see personalized skill recommendations based on your usage.

  

3. Select a Pre-Built Template

Once you’ve explored the Discover tab and found a template that matches your workflow, you’re ready to select it and start customizing.

1. Click on the template you want to use. For demonstration purposes, we’ll use the BANT Sales Skill (Budget, Authority, Need, and Timeline) as an example.

   

2. Click Edit to open the full editor, where you can adjust the skill name, instructions, run settings, visibility, schedule, and more—all starting from the ready-made template.

   

4. Customize the Template to Fit Your Workflow

Inside the skill editor, you can customize the template so it works exactly the way you need for your meeting workflows.

Name Your Skill:

Give your skill a clear, descriptive name so you can easily spot it later in your skills list.

Examples: *BANT Summary Generator,” “Sales Qualification Extractor”

Edit the Instructions:

Every template includes ready-made instructions written for you—but you can tweak them anytime. This is the core instruction your skill will follow for every meeting.

You can keep the template’s default prompt or adjust it to fit your sales methodology or internal process.

Set Your Skill Schedule:

Choose when you want the skill to run, based on how you plan to use the template:

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 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

  

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. 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.

7. 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. Save Your Skill

Once you're done with the preview and all your settings look good—name, instructions, schedule, visibility, run rules, and (if applicable) integrations—it’s time to save your skill.

9. View Your AI Skill

After creating your skill, you can find it anytime under AI Skills → My Skills, where you can edit, customize, preview, delete, or toggle the AI Skill ON/OFF.

🔁 Recap

Here’s a quick summary of how you used a pre-built AI Skill template:

• Opened the Discover tab and selected a ready-made template (like BANT).

• Clicked Edit to customize the name, description, instructions, and settings.

• Choose your schedule (Per Meeting or Daily/Weekly/Monthly).

• Set visibility, run rules, and select a GPT model (Per Meeting only).

• Connected integrations if needed (also Per Meeting only).

• Previewed your skill using real meetings and made refinements.

• Saved your skill so it now runs automatically based on your configuration.

📚 Related Guides

• Create an AI Skill from scratch →

• Getting Started with AI Skills →

• How to Control AI Skill Visibility →