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Fireflies.ai

Teams that want notes in their CRM · by Fireflies.ai

  • Intermediate
  • Free plan

Joins calls, transcribes them and sends notes to other apps.

Our verdict

Draft

Strong integrations; set clear consent for recordings.

What it does

Fireflies.ai joins your calls, transcribes them and writes summaries and action items. It then sends notes to the apps you use, such as your CRM, Slack or project tools.

It suits teams that want meeting notes to flow straight into their systems.

Why use it

  • Notes and action items appear in your CRM and chat tools automatically.
  • Search across every meeting for a topic, a customer or a decision.
  • Works with Zoom, Teams, Google Meet and more.
  • Talk-time and topic stats help with sales and coaching.

How it works

  1. Sign up and connect your calendar and video apps.
  2. Choose which meetings its assistant joins.
  3. After each call, read the summary and action items.
  4. Connect your CRM, Slack or project tool to send notes there automatically.

How hard is it to use?

Intermediate Some set-up, or a little practice, to get good results.

Setting up the integrations takes some care, which is why we rate it Intermediate. Day to day it runs by itself.

What it costs

Free plan; paid plans. A free plan with limited transcripts and storage. Paid plans add unlimited transcription, more storage and integrations.

Prices change often, so check Fireflies.ai’s own site before you pay.

Watch out for

  • Set clear rules for which meetings it joins, so it doesn’t record the wrong ones.
  • Integrations can copy meeting content into many places. Keep track of where.

Your data

Tell participants the call is being recorded. Check who in your organisation can see each meeting, and how long recordings are kept.

Fireflies.ai doesn’t offer UK data storage, so check where it keeps your data before you share anything private or about other people.

Other tools for meetings

  • GranolaPeople who like to take their own notesBeginner · Free trial; paid plans
  • Otter.aiTranscripts of calls and interviewsBeginner · Free plan; paid plans