Phone Call Transcription with Fireflies.ai

1. Go to fireflies.ai
2. Click "Try for Free"
3. Sign up with your Google or Microsoft account (same one linked to your work calendar) — this is important for the calendar integration
4. Complete the brief onboarding (select "Sales" as your use case)

What you should see: The Fireflies dashboard showing "Upcoming Meetings" pulled from your calendar, and an empty "Recent Transcripts" section.

Troubleshooting: If your calendar doesn't connect automatically, go to Settings → Integrations → Google Calendar or Outlook Calendar → click Connect.

1. In your dashboard, click your profile icon (top right) → Settings
2. Under "Notetaker" settings, find "Auto-join meetings" — toggle this ON if you want Fireflies to join all calendar meetings automatically. Or keep it OFF to invite Fireflies manually per meeting.
3. Under "Summary Settings," ensure "Action Items" and "Key Topics" are enabled

What you should see: Your settings saved with toggles showing your preferences.

For your next scheduled Zoom buyer consultation:

1. Add fred@fireflies.ai to the calendar invite as a guest (or click "Add to Meeting" in the Fireflies dashboard next to the meeting)
2. Start your Zoom meeting as normal
3. A "Fireflies Notetaker" participant will join automatically — this is the AI recorder. Your buyer will see it in the participant list.

What you should see: "Fireflies Notetaker" appears in the Zoom participant list, usually with a logo avatar.

Troubleshooting: If the bot doesn't join, check that the calendar invite matches your registered email. You can also invite Fireflies manually: In your Fireflies dashboard → click "Add to Live Meeting" → enter the Zoom meeting link.

Continue your buyer consultation as you normally would. Discuss floor plans, budget, timeline, concerns — don't worry about taking notes. Fireflies captures everything.

Within 5 minutes of ending the meeting, you'll receive an email from Fireflies with:

• Full meeting transcript (every word spoken)
• AI-generated summary (key topics)
• Action items (highlighted commitments like "I'll send you the floor plan PDF")
• Speaker labels (Fireflies identifies who said what)

What you should see: An email summary with the title of your meeting, a linked transcript, and bullet-pointed action items.

1. Open the email from Fireflies
2. Select the "Action Items" and "Key Topics" sections
3. Copy and paste into the buyer's CRM record as your call notes
4. If you want the full transcript saved, click the link in the email to open the Fireflies web dashboard — you can export as a PDF

What you should see: Your CRM record now has structured, detailed notes from the call without any manual writing.