How to Integrate Box with Fireflies

Imagine wrapping up a client call and needing to share the meeting notes with your team—without hunting through emails or multiple apps. The Box + Fireflies integration makes this effortless. All your meeting transcripts, recordings, and summaries are automatically saved in a dedicated Box folder, so you can access everything instantly, stay organized, and keep your workflow seamless.

And here’s the best part: it’s a two-way integration, so you can decide what works best for your workflow:

• Pull recordings from Box → Import existing Box recordings into Fireflies for transcription.

• Send meeting data to Box → Export transcripts, recordings, and summaries directly into Box.

Let’s get started 🚀

🔍 What does the Box Integration Do?

Think of the Box integration as your personal helper that keeps all your meeting files organized. No more searching for recordings or manually moving files—Fireflies ensures everything is neatly stored in Box. Here’s how it helps:

📂 Keep everything in one folder → Transcripts, summaries, and recordings are pushed straight to the Box folder you choose.

✅ Stay in control → Define exactly which files are stored and how they’re formatted, ensuring your team only receives relevant information.

🔧 Custom rules for your meetings → Want only client calls or sessions with a specific host saved? Just set up rules, and the integration will be active only when those conditions are met (available on Business & Enterprise plans).

🔑 Prerequisites

• An active Box account with folder upload access.

• A Fireflies account with integration permissions.

• Access to the Box folder where meeting data will be stored (💡 we recommend creating a dedicated folder for Fireflies to keep things organized).

🔗 Connect the Box to Fireflies

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

Step 2: Click on the Connect button, and you’ll be redirected to the Box login page. Complete the sign-in process, and you will be redirected to the authorization page.

Step 3: Click on the Grant Access to Box button to authorize Fireflies to read and write all files and folders in your Box account, enable the integration, and manage webhooks.

Step 4: Once approved, you’ll be redirected back to Fireflies to configure your integration setup.

⚙ Setting Up Your Configuration

Step 1: Choose your action and destination folder.

• Pull recordings from Box → Import existing Box recordings into Fireflies for transcription.

• Send meeting data to Box → Export transcripts, recordings, and summaries directly into Box.

Then, pick a destination folder — either use an existing one or create a new folder (e.g., “Fireflies Demo”) to keep files organized.

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 Box.

• Save Meeting Transcript → A full transcript of everything that was said.

• Save Meeting Recording → The audio file from your meeting. On a Business plan or higher, if a video is available, Fireflies saves that too.

• Save Meeting Summary → A handy AI summary with key points and action items.

Once you’ve made your choices, click on the Continue button.

🧩 Additional Options - Integration Rules

By default, Fireflies sends files from every meeting to Box. That ensures nothing is missed, but it may also fill 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 Box.

🗂 All Meetings

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

📝 Meeting Title

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

👤 Meeting Host

Filter files by the meeting’s host.

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

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

👥 Meeting Participants

Filter files based on who attended.

• Contains → Only store files if sara@example.com was in the meeting.

• Doesn’t Contain → Exclude files from meetings attended by alex@example.com.

🎦 Meeting Type

Filter by meeting type.

• Example: Equals External → Only external calls will be stored in Box.

🔀 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 the configuration. In this example, files will only be delivered to Box for meetings that meet 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 Box.

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: Use CSV if you want to process transcripts in Sheets, or PDF if you just want a clean, shareable copy.

📝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 Options

Sometimes you don’t want every teammate setting up their own Box configurations — especially if you need to keep control over where files go or limit access for compliance. That’s where Integration Scope comes in. It lets workspace admins decide whether this integration is applied just to them or across the entire team.

1. Click the vertical ellipsis (⋮) next to your Box and select Team Options from the dropdown list.

2. A modal window will appear with the following options:

• Apply to entire workspace → Toggle this ON to apply the integration across your Fireflies workspace. All the team meetings accessible by the team admin are pushed privately to Box, keeping things consistent and centralized.

📌 Meetings that are set to private in a teammate’s Privacy Settings won’t be pushed to Box unless you’re a Super Admin who can access meetings irrespective of team privacy settings.

• Restrict non-admin usage → Toggle this ON to prevent non-admin members from creating their own Box configurations. This is useful when you want tighter control over data sharing

3. After you’ve adjusted the toggles to match your workflow, click Save to apply the changes.

🛠 Manage Configuration

Over time, you may need to adjust your Box integration — maybe to keep configuration names clear, update folder settings, or remove ones you no longer use. Fireflies gives you a few simple options:

• ✏ Edit Configuration Name → Give each Box configuration a clear, descriptive name so it’s easy to recognize (especially helpful if you’ve connected multiple 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.

  Clear names are especially helpful when you’re managing more than one configuration.

• ⚙ Edit Configuration Settings → Need to adjust where your files go or how they’re organized? Click the vertical ellipsis (⋮) next to a configuration, select Edit, update the folder location or output preferences (transcripts, recordings, summaries), and click Update to save.

• 🗑 Delete Configuration → If a configuration is no longer useful (e.g., a project ends or your team moves to a different Box 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 Box folder; toggle OFF to pause without deleting.

📤 How Files Appear in Box

Fireflies automatically saves your meeting transcripts, recordings, and summaries into the Box folder you’ve selected.

❌ Disconnect Integration

If you no longer need Fireflies connected to Box — for example, when cleaning up old tools or moving to a new storage platform — you can disconnect it with a single click.

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

🛠 Troubleshooting

❓Frequently Asked Questions

Q1. Can I use different Box folders for different teams?

Yes. You can create multiple configurations and point each one to a different folder.

Q2. What happens if I delete a configuration?

Fireflies will stop sending those meetings to Box. You can always create a new configuration later if needed.

Q3. Can I change the action (Send to Box ↔ Pull from Box)?

No. The action is fixed when you create the configuration. To change it, set up a new configuration.

Q4. What’s the difference between deleting a configuration and disconnecting the integration?

• Delete a configuration → Removes only that setup (filters, folders, formats) but keeps the Box integration active. You can still create new configurations.

• Disconnect the integration → Completely removes the link between Fireflies and Box. No files will be transferred until you reconnect.

🔄 Recap

The Fireflies + Box integration keeps your meeting data:

• Secure in your Box account under your compliance standards.

• Organized with auto-created folders for recordings, transcripts, and summaries.

• Collaborative so your team can find and share files without hunting across tools.

📚 Related Guides

📌 Need help customizing your summaries? → AI Meeting Summaries Guide

📌 Curious about transcript handling? → Transcript & Storage Limits

📌 Want to explore all integration options? → Fireflies Integrations

📌 Edit meeting transcripts before sending them to Box?→Fireflies Notepad