Learn about setting up Fireflies before a meeting

In this guide, we’ll discuss how to set up your Fireflies account to ensure the best  meeting experience. 

 

Account settings Customization Collaboration and integration

 

Account settings

1. Meeting auto-join settings

Auto-join settings control how Fred, the Fireflies bot, joins your meetings: automatically or via manual invite. 

By default, the bot is set to join all meetings on your calendar with a web conference URL. To customize this, go to your dashboard, click Auto-join calendar meetings, and choose your preferred option.

 

 

Related: Learn about auto-join settings

 

2. Email Recap Settings

Email recap settings let you decide who receives meeting recap emails from Fireflies.

By default, recap emails are sent to all participants. To change this, go to your dashboard, click Email Recap Settings, and choose your preferred option.

 

 

Related: How to configure your meeting recap email settings.

 

3. Meeting language

The meeting language setting allows you to choose the language Fireflies uses to transcribe and summarize your meetings. Currently, we support over 69+ languages. 

To select a language, go to your Fireflies dashboard, find Meeting Language on the right side, and choose your preferred language from the list.

 

Note:

• You can set a default meeting language for all meetings, set meeting language for each meeting, or let Fireflies auto-detect the language spoken during meetings. 

 

Related: Learn about Fireflies auto-language detection

 

4. Privacy Settings

Meeting privacy settings determine who can access meeting summaries and transcripts in your Fireflies Notebook.

This is especially helpful for restricting access to certain meetings, such as internal discussions or appraisal reviews.

By default, access is set to "Anyone with a link." To change this, go to Settings > Meeting Settings > Privacy Settings and select your preferred option.

 

 

 

Related: How to set Privacy settings for your meeting recaps

 

5. Meeting video recordings

Record meeting videos by turning on the toggle against RECORD MEETING VIDEO option from the Meeting Settings.  This option is exclusive for Business and Enterprise tier users. 

 

 

Related: How to capture video for your Fireflies meetings

 

6. Meeting compliance

Meeting compliance settings allow you to notify participants that the call is being recorded for note-taking and transcription purposes.

To enable this, go to Settings, scroll to Meeting Compliance, and turn the toggle switch on. You can also customize the notification message.

 

 

You can also enable the meeting chat message, so Fireflies sends the meeting compliance message in the video conference chat. 

 

Note: 

• When enabled, Fireflies will email the participants that the meeting will be recorded an hour before the meeting.
• Participants will also receive a link to opt-out. If any participant rejects Fireflies, it will not join or record the meeting.

Related: Following Meeting Recording Rules as a Fireflies User

 

Customization

1. Meeting Rules

Meeting rules let Fireflies automatically join or skip specific meetings, regardless of your default join settings.

 

 

There are two types of rules: Join and Bar rules. 

• Join Rules: Fireflies will automatically join meetings that contain specific words in the meeting title or email addresses.

• Example: If you set Fireflies to join all meetings titled Marketing, it will automatically join those meetings even if your join setting is set to "Only when I invite fred@fireflies.ai."

• Bar Rules: Fireflies will skip meetings that contain specific words in the meeting title or email addresses.

• Example: If you set Fireflies to skip all meetings containing titles like 1-1, or performance review,  it will not join those meetings, even if your join setting is set to "All meetings with a web conference link."

Related: How to set meeting rules

 

2. Topic Trackers

Topic Trackers help you monitor specific keywords or phrases across all your meetings.

For example, you can create a tracker for Marketing and include keywords like "blogs," "SEO," "email outreach," and other related terms.

To set up a Topic Tracker, click Topic Tracker in the navigation bar and add the keywords or phrases you want Fireflies to track under the selected topic.

 

 

Related: How to setup topic trackers

 

3. AI Apps 

AI Apps are customizable prompts that allow you to create tailored notes and summaries. For example, you can use AI Apps to format summaries in BANT, MEDDIC, or STAR frameworks.

Set up AI Apps before a meeting, and once the meeting is processed, Fireflies will extract details in your chosen format. 

You can either build an AI App from scratch or choose from 100+ prebuilt AI App templates.

 

 

Related: Learn about AI Apps

 

Collaboration and Integration

1. Invite Teammates

Add team members to your workspace to easily share and collaborate on your recordings

• Click Team on the navigation bar and Click Invite Teammate to add the email address of team members. 

Note: Every teammate added to your workspace will be charged as an additional seat. 

 

Related: How to auto-add teammates to your workspace 

 

2. Integrations

Connect Fireflies with all major business platforms, so you get your summaries, notes and AI Apps in your work apps. 

• Click Integrations on the navigation bar to access them.

 

Here are some integrations you can try as you get started with Fireflies. 

• CRM integration
• Dialer Integration
• ATS Integration 
• Project management integrations 
• Slack Integration
• Zapier Integration 
• API 

Hope this article helped you set up your Fireflies account before the meeting. Next, go ahead and invite Fireflies to your meetings. 

 

If you've any doubts about getting started with Fireflies, ask your questions here.