What you'll accomplish
You'll connect Fireflies.ai to your calendar so it automatically joins every meeting, records, transcribes, and delivers a structured summary with action items and owners within minutes of the call ending. No more scrambling to write notes during a steering committee, and no more chasing people the next day to remind them what they agreed to.
What you'll need
- A Fireflies.ai account (free tier available; Pro at $10/user/month billed annually covers unlimited transcription)
- Google Calendar, Outlook, or a Zoom/Teams/Google Meet account to connect
- Permission from your organization and clients to record meetings — check your firm's policy before the first client call
- Time needed: 20 minutes to set up; zero extra time per meeting after that
- Cost: Free plan (limited monthly minutes) — upgrade to Pro ($10/user/mo billed annually, $18/mo billed monthly) for unlimited use
How-To Guide: Automated Meeting Notes & Action Item Extraction
Step 1: Create Your Fireflies.ai Account
Go to fireflies.ai and click Get started for free in the top-right corner. Sign up with your work Google or Microsoft account — this is the fastest path because it automatically surfaces your calendar.
What you should see: A brief onboarding flow asking about your team size and how you use meetings.
Troubleshooting: If you sign up with email instead of Google/Microsoft, you'll need to connect your calendar manually in a later step.