Role-Based Programme
RB0999

Fireflies.ai for Project & Program Management

Turn Meetings into Decisions, Actions & Project Intelligence

IMAGE REQUIRED
Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Fireflies.ai to capture, summarise, search, and analyse project and program meetings.
  • Convert meeting conversations into structured decisions, action items, owners, deadlines, risks, issues, and follow-up activities.
  • Apply AskFred, Smart Search, and Topic Trackers to retrieve project information and identify recurring blockers or unresolved concerns.
  • Connect meeting outcomes with project-management workflows to improve execution and accountability.
  • Develop repeatable meeting-intelligence workflows for project reviews, stakeholder meetings, status reporting, and program governance.

Tools covered

Fireflies.aiAI NotetakerAI Meeting SummariesAskFredGlobal AskFredSmart SearchTopic TrackersAction ItemsConversation IntelligenceAI SkillsProject Management Integrations

Who should attend

  • Project Managers
  • Program Managers
  • Project Coordinators
  • Program Coordinators
  • PMO Professionals
  • Scrum Masters
  • Project Leads
  • Delivery Managers
  • Implementation Managers
  • Portfolio Managers
  • Project Analysts
  • Program Analysts
  • Transformation Managers
  • Project & Program Management Leaders

Prerequisites & Participant Readiness

  • Basic understanding of project or program management activities
  • Familiarity with project meetings, status reviews, risks, issues, and action tracking
  • Basic understanding of common project-management tools is helpful
  • Basic computer and internet proficiency
  • No programming or technical AI knowledge required
  • No previous Fireflies.ai experience required

TOC Modules

Concepts
  • Understanding Fireflies.ai as an AI-powered meeting intelligence platform
  • Understanding the Capture → Transcribe → Summarise → Analyse → Act workflow
  • Identifying suitable meetings such as project reviews, stand-ups, steering meetings, and stakeholder discussions
  • Understanding transcripts, summaries, decisions, and action items
Practical activities
  • Exploring Fireflies using a sample project meeting
  • Reviewing an AI-generated transcript and meeting summary
  • Identifying project decisions, actions, risks, and blockers from a captured discussion

Scenarios

Project Status Meeting to Execution Workflow

Project Review → Fireflies Capture → AI Summary → Decisions → Risks & Blockers → Action Owners → Project Tool → Follow-Up

Participants transform a project-status meeting into a structured execution workflow, ensuring decisions, risks, responsibilities, and deadlines are captured and transferred into the appropriate project-management process.

Program Review to Cross-Project Intelligence

Multiple Project Meetings → Global AskFred / Topic Trackers → Shared Risks & Dependencies → Program Insights → Management Brief → Action

Participants analyse discussions across several projects to identify common blockers, dependencies, recurring risks, and unresolved actions, producing a concise program-level management brief.

Fireflies currently supports integrations with project-management platforms including Jira, Asana, Trello, Microsoft Planner, monday.com, Linear, and others, with meeting action items capable of being converted into downstream tasks. ([Fireflies.ai][1])

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