5 Simple Ways to Automate Fireflies

Managing and acting on meeting decisions efficiently is crucial for any team. With  AI-powered meeting assistants Fireflies, you can automatically record, transcribe, and summarize your meetings, ensuring key insights, action items, and decisions are captured and easily accessible.

But what if you could do more than just capture meeting data? What if you could instantly transform that information into actionable workflows across your organization?

That's where viaSocket comes in. By pairing Fireflies with viaSocket's automated workflows, you can ensure that meeting data is not only recorded but seamlessly integrated into your tools—whether it's your CRM, project management software, or collaboration platforms. 

Table of contents :

1. Sync meeting data to CRM for lead follow-ups

2. Trigger post-meeting surveys for feedback

3. Simplify recruitment with seamless workflow automation

4. Keep your projects on track

5. Simplify your communication and collaboration

1. Sync meeting data to CRM for lead follow-ups

Sales teams need to stay on top of every meeting and client interaction, but logging all that data can be a pain. With automated workflows, you can save the day by automatically logging calls and meetings, keeping your CRM always up-to-date.

You can connect tools like Nutshell, Insightly, Salesforce, GoHighLevel, and many other popular options.

Once Fireflies captures all the meeting data, viaSocket sends it directly to your CRM. This means your sales team can stop worrying about manually entering data and focus on what they do best—building relationships and closing deals. 

Everything gets logged automatically, so you can always trust that your CRM is up-to-date with no extra effort.

2. Trigger post-meeting surveys for feedback

Collecting feedback after meetings helps teams understand how productive discussions were and what can be improved. 

Instead of manually sending out surveys, viaSocket can automate the process. Once a meeting ends and the transcript is available through Fireflies, a workflow can trigger an email or Slack message that contains a link to a feedback survey for all meeting participants.

This feedback can then be automatically aggregated into a reporting tool like Google Sheets or Power BI for easy analysis. 

By automating feedback collection, you ensure continuous improvement in meetings and drive greater engagement from your team.

3. Simplify recruitment with seamless workflow automation

Recruitment can be a whirlwind of interviews, feedback, and hiring decisions. But instead of manually updating your HR system, you can use workflows to automatically capture interview recordings, track candidate progress, and ensure that no steps are missed.

For example, Fireflies records the conversation, transcribes it, and with the automated workflow, sends the interview notes and candidate feedback directly to Breezy HR.

This means you don’t have to manually update the system—you’ll automatically have the latest candidate information. You’ll receive real-time insights and updated status for every candidate, making your recruitment process smoother and more efficient.

You can automate the process with any HR tool you use, like Workable, BambooHR, or SmartRecruiters. All you need to do is set up the flow—no coding skills required—and your workflow will be ready to get the job done.

4. Keep your projects on track

Managing projects and tasks can get tricky, especially when you’re juggling multiple apps. But with the Fireflies and viaSocket integration, it’s easier than ever to keep everything in sync and make sure nothing falls through the cracks.

Here’s how it works for you:For example, you can connect your favorite project management tools like Teamwork, Smartsheet, Wrike, Microsoft Projects, Asana, Monday.com, and Trello to Fireflies.

After your team wraps up a meeting, Fireflies will automatically transcribe the conversation, capturing all the key action items, decisions, and follow-ups.

Workflow automatically sends those meeting notes directly to your project management tools.Instead of manually updating your systems with action items and meeting outcomes, everything gets automatically logged for you.

This integration ensures that all the details are captured, tasks are assigned, and deadlines are set—so you can focus on what really matters: getting things done.

5. Simplify your communication and collaboration

Let’s be real—keeping track of all your communication channels can feel like trying to juggle coffee cups in a busy office. But with Fireflies and viaSocket, you can finally breathe easy.

Let’s say you’re on a RingCentral Video call discussing the next big project. Fireflies records the meeting, transcribes the key points, and viaSocket automatically sends the important action items directly to Slack for your team to see. No more scrambling to take notes or missing key details.

Or maybe you're chatting on WhatsApp about an upcoming campaign. Fireflies picks up the conversation, and viaSocket ensures that your to-dos from the chat get pushed into Gmail, ready to be tracked and acted upon.

It’s like having a personal assistant for all your communication tools—automating the boring stuff and keeping you and your team on track. No more chasing down messages or following up manually. Everything’s in the right place, automatically!

Turn Meeting Data into Actionable Workflows 

By integrating Fireflies.ai with viaSocket, you're not just capturing meeting data—you're transforming it into actionable workflows that drive productivity, efficiency, and alignment across your organization. 

These automated processes eliminate manual tasks, keep your team informed, and ensure that important decisions and follow-ups are never overlooked.