This article explains the steps to integrate Lever with Fireflies.
What is the Lever-Fireflies integration?
The Fireflies.ai and Lever integration automates the process of sending meeting notes directly to your Lever account. With this integration, meeting summaries, action items, and key points are logged under the relevant candidate profiles in Lever.
How to integrate Lever with Fireflies?
- On the Fireflies dashboard, navigate to the Integrations tab.
- Search for Lever in the available integrations list.
- Click Connect.
- You will be redirected to your Lever account for authorization. Click Accept. If you're already logged into Lever, you’ll be automatically redirected back to Fireflies.
- Click Authorize this connector to proceed.
- Fireflies provides an option to automatically create a candidate in Lever if their email is not already in the system. To enable this feature, leave the toggle ON.
- If you don’t want this option, toggle it OFF. In this case, Fireflies will only map meeting notes to existing candidates in Lever
- Click Continue.
- Next, click Create Sample Note For a Sample Candidate in Lever to test the integration.
- A sample meeting note will be sent to Lever for a test candidate.
- To view the same note, click Click here to view to confirm that the integration is functioning as expected.
- This is how the sample note will look like.
- The following details will be pushed to Lever: meeting information, a summary of the discussion, action items, and key points.
- Next, click Continue.
- Your integration is now active, and all relevant details can be accessed on the Lever integration page within your Fireflies dashboard.
- Once the integration is in use, this is how actual interview notes will appear in Lever.
How to enable Lever integration for teams?
If you're a workspace admin, you can activate the Lever integration for your entire team. Follow these steps to set it up:
- Once you’ve enabled the Lever integration, click Team Options.
- A pop-up window will appear. By default, all team options are disabled.
Enable the Apply to entire workspace option to activate it for your team. Click Save to apply the changes.
To prevent team members from setting up their own Lever integrations, enable the Restrict non-admin workspace member usage toggle and click Save.
For complete control, turn on both toggles and click Save. This will enable Lever for everyone and block users from making private integrations.
How to use the Lever-Fireflies integration?
Once the integration between Fireflies.ai and Lever is set up, Fireflies will automatically update candidate profiles with meeting notes. Here's how the process works:
After the integration is complete, Fireflies will identify participants from the meeting invite and search for matching email addresses in Lever. Following each meeting, the Fireflies will automatically attach the meeting notes to the corresponding candidate’s profile.
Note: If a candidate is not present in Lever ATS, Fireflies provides an optional setting to automatically create a candidate profile. When enabled, Fireflies will automatically create a candidate profile and map the meeting notes to the new profile if the participant's email is not found in the system.
To access the meeting notes in Lever ATS, follow these steps:
- Navigate to the Candidates Section
- In Lever, go to the Candidates section from the main dashboard.
- Open the Candidate Profile
- Click on the candidate's name to open their profile.
- Access the Notes tab
- On the candidate’s profile page, navigate to the Notes tab
- View Meeting Details
- You will find all meeting notes automatically logged and organized chronologically for the selected candidate, providing a detailed history of interactions and meetings.
How to disable the Lever-Fireflies integration?
- Click Disable on the top right corner.
- Your Lever integration is now disabled. You’ll see a disabled icon under Feature version. And the Disable button at the top right corner will change to Enable.
- To completely remove the integration, click Disconnect.
- Clicking Disconnect will require you to follow the setup steps again if you choose to reconnect later.
Hope this article helped you to integrate Lever with Fireflies. If you have any other questions about using Fireflies, please contact us here.