Fireflies.ai Integration in Locale

Introduction

Fireflies.ai is a powerful call recording and transcription tool that automatically joins online meetings and calls to record and transcribe conversations. The integration of Fireflies.ai with Locale allows users to automate workflows based on completed calls, leveraging the rich data captured during meetings.

Integration

To use Fireflies.ai in your Locale workflows, you'll need to set up the integration by following these steps:

Obtaining the API Key

  1. Log in to your account at app.fireflies.ai
  2. Navigate to the Integrations section
  3. Click on Fireflies API
  4. Copy and store your API key securely

Connecting Fireflies.ai to Locale

  1. In Locale, navigate to the Integrations section
  2. Find and select Fireflies.ai from the list of available integrations
  3. Enter the API key you obtained from Fireflies.ai when prompted
  4. Complete any additional authentication steps if required

Once connected, you'll be able to use Fireflies.ai triggers and actions in your Locale workflows.

Triggers

New Call Completed

The "New Call Completed" trigger initiates workflows automatically when a call is finished in Fireflies.ai.

Trigger Data

When a call is completed, the trigger provides essential information about the call, including:

  • Participants
  • Date and Time
  • Host
  • Summary
  • Transcript

This data can be used in subsequent steps of your workflow to automate tasks, generate reports, or trigger follow-up actions.

Actions

Fetch Call Transcripts

The "Fetch Call Transcripts" action enables users to retrieve specific call transcripts and details by providing the call ID.

Using Fireflies.ai in Your Workflows

Creating a Workflow with the "New Call Completed" Trigger

  1. Start a new workflow in Locale.
  2. Select "Fireflies.ai" as the trigger app.
  3. Choose "New Call Completed" as the trigger event.
  4. Configure any additional settings if required.

Example Workflow

  1. Trigger: New call completed in Fireflies.ai
  2. Action: Send a summary email to all participants
  3. Action: Create a task in your project management tool for any action items identified

Using the "Fetch Call Transcripts" Action

  1. Add the Fireflies.ai app to your workflow.
  2. Select the "Fetch Call Transcripts" action.
  3. Configure the action by providing the call ID. This can be a static value or a dynamic value from a previous step in your workflow.

Example Workflow

  1. Trigger: New task created in project management tool
  2. Action: Fetch call transcript from Fireflies.ai using the call ID stored in the task description
  3. Action: Analyze the transcript using AI to extract key points
  4. Action: Update the task with the extracted information

Best Practices

  1. Use data variables to dynamically insert call information into your workflow actions.
  2. Combine the Fireflies.ai integration with AI actions in Locale to analyze call transcripts and extract valuable insights.
  3. Set up automated follow-up tasks or reminders based on the content of your calls.
  4. Create different workflows for different types of calls (e.g., sales calls, team meetings, customer support) to automate specific processes for each.

The Fireflies.ai integration in Locale provides a powerful way to automate workflows based on your calls and meetings. By leveraging the "New Call Completed" trigger and the "Fetch Call Transcripts" action, you can create sophisticated automations that save time, improve follow-up processes, and extract valuable insights from your conversations. Remember to keep your API key secure and never share it publicly.

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