This guide will walk you through the steps to configure Fireflies.ai to join only specific meetings based on your preferences. This includes disabling auto-join, enabling it for specific meetings, and setting up bar and join rules.
1. Disable auto-join
Disable auto-join to ensure Fireflies joins only when you manually invite it. This will restrict Fireflies from joining your calendar meeting invites automatically.
- Go to the Fireflies web app.
- Toggle off Auto join calendar meetings on the right.
Learn about Fireflies auto-join settings here.
2. Enable auto-join for specific meetings
To have Fireflies automatically join or skip meetings based on predefined rules:
- Go to the Fireflies web app.
- Click the arrow under Auto join calendar meetings to open a drop-down menu.
- Choose your preferred option, and Fireflies will join your meetings accordingly:
- Join all meetings with a web conference link
- Only meetings that I own
- Only meetings with participants from the same company domain
- Only meetings with participants from outside the company
3. Invite Fireflies to meetings manually
If you want to invite Fireflies to a live or ad-hoc meetings, you can do it with the Add to live meeting feature.
- Go to the Fireflies web app.
- Click Add to live meeting.
- Enter your meeting link and select your meeting language.
- Click Start Capturing.
Wait for a few minutes, and Fred will join your meeting to record and transcribe it.
4. Individually Fireflies to upcoming calendar meetings
Even if your auto-join is disabled, you can still invite Fireflies automatically to future calendar meetings.
The Upcoming Meetings module on the Fireflies homepage shows meetings scheduled on your calendar for the next 2 days.
Individually toggle on the meetings you want Fireflies to join and record.
Learn more about Fireflies Upcoming Meetings module here.
5. Set Bar Rules
Bar Rules specify conditions under which Fireflies will not join your meetings. You can configure Bar Rules to skip meetings based on the following criteria:
Meeting titles: Fred will not join meetings if the meeting title contains specific keywords or phrases. For example, if you input "personal" or "confidential" as keywords, any meeting with these words in the title will be excluded from auto-join.
Email addresses or domains: Fred will also skip meetings if participants' email addresses or domains match those specified in the Bar Rules. For instance, you can add specific email addresses like "executive@company.com" or domains like "@partner.com" to ensure Fred does not join meetings involving these contacts.
How to access Bar Rules
- Go to the Fireflies web app and click Settings.
- Find Meeting Rules under Meeting Compliance.
- Under the Bar Rules text box, input keywords in titles and email addresses that you want Fireflies to ignore.
6. Set Join Rules
Join Rules define conditions under which Fireflies will automatically join your meetings, even overriding general auto-join settings. You can configure Join Rules based on the following criteria:
Meeting titles: Fred will join meetings if the meeting title contains specific keywords or phrases. For example, adding "project update" or "team sync" to your join rules will ensure that Fireflies joins any meeting with these phrases in the title.
Email addresses or domains: Fireflies will also join meetings if participants' email addresses or domains match those specified in the Join Rules. For example, you can add specific email addresses like "manager@company.com" or domains like "@client.com" to ensure Fireflies joins meetings involving these contacts.
How to access Join Rules
- Go to the Fireflies web app and click Settings.
- Find Meeting Rules under Meeting Compliance.
- Under the Join Rules text box, input keywords in titles and email addresses that you want Fireflies to acknowledge.
If you have any other questions about using Fireflies, please contact us here.