Role-Based Programme
RB1008

Fireflies.ai for Procurement & Vendor Management

Capture Commitments, Decisions & Vendor Actions with AI

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Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how Fireflies.ai can capture, transcribe, summarise, and organise procurement and vendor-related meetings.
  • Explore practical methods to identify vendor commitments, commercial discussions, requirements, decisions, risks, owners, and deadlines.
  • Experience AskFred, Smart Search, and Topic Trackers for retrieving historical vendor discussions and recurring issues.
  • Recognise how meeting intelligence can improve procurement documentation, vendor coordination, action tracking, and review efficiency.
  • Apply appropriate accuracy, confidentiality, consent, and human-review practices when handling supplier and commercial conversations.

Tools covered

Fireflies.aiAI NotetakerAI Meeting SummariesAction ItemsAskFredSmart SearchTopic TrackersMeeting PrepMeeting Integrations

Who should attend

  • Procurement Managers
  • Procurement Executives
  • Strategic Sourcing Professionals
  • Vendor Management Professionals
  • Supplier Relationship Managers
  • Purchase Managers
  • Category Managers
  • Contract Management Professionals
  • Supply Chain Professionals
  • Commercial Managers
  • Procurement Operations Teams
  • Vendor Governance Professionals

Prerequisites & Participant Readiness

  • Basic understanding of procurement or vendor-management activities
  • Familiarity with supplier meetings, negotiations, sourcing discussions, or vendor reviews
  • Basic computer and internet proficiency
  • Familiarity with virtual meeting platforms is helpful
  • No technical or programming knowledge required
  • No previous Fireflies.ai experience required

TOC Modules

Concepts
  • Understanding Fireflies.ai as an AI meeting intelligence and notetaking platform
  • Understanding the Capture → Transcribe → Summarise → Analyse → Act workflow
  • Identifying suitable meetings such as supplier discussions, sourcing reviews, negotiations, and vendor-performance meetings
  • Understanding transcripts, summaries, decisions, and action items
Practical activities
  • Exploring a sample procurement or vendor meeting in Fireflies
  • Reviewing the generated transcript, summary, and actions
  • Identifying procurement information requiring follow-up

Scenarios

Vendor Review to Commitment Tracking

Vendor Review Meeting → Fireflies Capture → AI Summary → Issues & Commitments → Owners & Deadlines → Follow-Up

Participants transform a vendor-review conversation into structured commitments and follow-up actions, improving supplier accountability, documentation efficiency, and procurement coordination.

Supplier Negotiation to Decision Record

Supplier Discussion → Commercial Points → AskFred / Transcript Review → Agreed Terms → Open Issues → Decision & Action Record

Participants use Fireflies.ai to organise important negotiation discussions into a clear record of agreed points, unresolved items, responsibilities, and next steps while keeping commercial decisions under human control.

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