This guide covers steps to integrate ClickUp with Fireflies.
What is ClickUp-Fireflies integration?
The Fireflies integration creates tasks based on topics discussed during your conversations or voice commands.
How to integrate ClickUp with Fireflies?
- Log in to your Fireflies account and then click Integrations.
- On the Integrations page, find ClickUp and click on it.
- Click Connect.
- Log in to your ClickUp account.
- Select a workspace.
- Click Connect Workspace.
- You’ll be redirected to the Fireflies app. The integration is successful. Notice the Active badge and a green check mark on the ClickUp integration.
- Now, under Settings, fill out all the relevant fields and turn on the relevant toggles.
Select the relevant Space, Folder, and List under which Fireflies will log tasks. If you do not have any folders, select None. Also select a Topic Tracker.
Note: It is mandatory to select at least one topic so that Fireflies can create items based on the mention of these keywords. Voice commands are the default Topic that will be selected by default.
- The Create AI Assisted tasks from Action items toggle will create tasks in ClickUp based on the action items identified during the meeting.
- The Create task using Topic Tracker option captures tasks using voice commands and sends them to ClickUp. Click Topics to add or remove voice commands.
- Next, click Save Settings.
- Click Insert Sample Data to see if the integration works.
- Check your selected Folder and List in ClickUp, you will find a sample task logged by Fireflies. This is how it looks like:
- Click Test Push Flow to test if your integration is working properly.
- You will see a Test push result: test successful confirmation.
That’s it! Your Fireflies and ClickUp integration is working well.
We hope this guide explains how to integrate Fireflies with ClickUp. If you have any other questions about using Fireflies, please contact us here.