This guide covers steps to integrate SharePoint with Fireflies.
What is the Fireflies-SharePoint integration?
The Fireflies-SharePoint integration enables you to automatically upload your meeting transcripts and audio recordings to SharePoint, making your meeting content easily accessible to your entire team through your SharePoint site.
How to use the Fireflies-SharePoint integration?
- Once you've set up the integration, Fireflies keeps your meeting content organized and accessible in the Fireflies Meeting folder.
- Within this folder are two subfolders where your meeting recordings and transcripts will be automatically stored based on your integration preferences.
- This is how the information will look in the respective folders:
Recordings:
Transcripts:
Team members who have access to your SharePoint site can easily:
- View meeting transcripts and recordings
- Search through meeting content
- Share specific meetings with other team members
- Collaborate on meeting notes directly within SharePoint
Note: Meeting content is uploaded automatically after each meeting ends. There's no need for manual uploads or transfers.
How to integrate SharePoint with Fireflies
- Log in to Fireflies and click Integrations.
- In the search bar, type SharePoint and select it.
- Click Connect.
- Click Authorize this connector.
- You will be redirected to Microsoft's authentication page. Sign in to authorize Fireflies. Once done, Click Continue.
- Next, choose the SharePoint sites from the dropdown where you'd like to push the meeting data.
- Click Continue.
- From the SharePoint Folder, select Fireflies Meetings.
- Click Continue.
- You can also Choose what you want to save: meeting transcripts, audio recordings, or both from the Meeting Output Preferences section. Just enable the toggle. In this case, we have selected both.
- Click Continue.
- You can also choose the format of the transcript. Click Advanced Options.
- From here, you can choose your preferred transcript format.
- Choose one format from the dropdown: DOCX, JSON, SRT, PDF, and CSV.
- You can also exclude or include speaker labels and time stamps by turning the toggle on or off.
- Click Continue.
- Once done, Click Continue.
- Test the integration by sending a sample meeting recording to the SharePoint folder. Click Click to verify SharePoint Setup.
- If the setup’s successful, you’ll see this message.
- Click Continue.
- Click Save.
- That's it. Notice a green checkmark on the SharePoint icon and all the integration details. This means your connection is established.
How to enable SharePoint integration for teams?
If you're a workspace admin, you can activate the SharePoint integration for your entire team. Follow these steps to set it up:
- Once you’ve enabled the SharePoint 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 SharePoint 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 SharePoint for everyone and block users from making private integrations.
How to disable the SharePoint-Fireflies integration?
- Click Disable on the top right corner.
- Your SharePoint 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 SharePoint with Fireflies. If you have any other questions about using Fireflies, please contact us here.