This guide explains how to integrate Microsoft To Do with Fireflies. We will cover:
What is the Microsoft To Do-Fireflies integration?
The Fireflies-Microsoft To Do integration allows you to automatically convert action items from your meetings into tasks in Microsoft To Do.
How to integrate Microsoft To Do with Fireflies?
- Log in to Fireflies and navigate to the Integrations tab.
- Search for Microsoft To Do and click it.
- Click Connect.
- Next, click Authorize this connector.
- You’ll be redirected to the Microsoft authentication page. Click Accept.
- You’ll be routed back to Fireflies’ integration page. Click Continue.
- Select the list in Microsoft To Do where you want tasks to be added and click Continue.
- (Optional) Test the integration by clicking Click to create a sample issue in Microsoft To Do. This will create a sample task in Microsoft To Do to verify that the setup is working correctly.
- If the integration is successful, you will see a message “Successfully created 2 tasks”.
- Next, click Continue.
- Complete the setup by clicking Save.
- Once saved, you’ll notice a green checkmark next to the Microsoft To Do icon and all the details of the integration. This means that the integration is active.
- This is how your future tasks will look in To Do.
Also read: How to set up Fireflies Microsoft Teams integration?
How to use the Microsoft To Do-Fireflies integration?
After completing the integration, Fireflies will automatically push tasks from your meeting action items into the selected Microsoft To Do list. Here’s how it works:
- Tasks are created with the action item as the heading.
- Meeting details, such as the title (in brackets) and a link to the meeting recording, are included within the task.
This ensures all your meeting action items are accessible and actionable directly in To Do.
How to enable Microsoft To Do integration for teams?
If you're a workspace admin, you can activate the Microsoft To Do integration for your entire team. Follow these steps to set it up:
- Once you’ve enabled the Microsoft To Do 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 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 To Do for everyone and block users from making private integrations.
Also read: Learn about Fireflies x Microsoft Dynamics 365 CRM Integration
How to disable the Microsoft To Do-Fireflies integration?
- Click Disable on the top right corner.
- Your To Do 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.
We hope this article helped you set up the Microsoft To Do integration with Fireflies. For further assistance, please contact us here.