Role-Based Programme
RB1023

Fireflies.ai for Senior Leadership

Turn Meetings into Decisions, Accountability & Strategic Insight

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 review leadership conversations without relying on manual meeting notes.
  • Apply meeting intelligence to identify key decisions, commitments, blockers, priorities, recurring themes, and follow-up requirements across leadership discussions.
  • Use conversation analytics and AI-assisted meeting review to improve meeting effectiveness, participation visibility, and executive follow-through.
  • Develop repeatable leadership workflows for transforming meetings into structured decisions, delegated actions, executive summaries, and management updates.
  • Apply appropriate privacy, access, accuracy, and human-review practices when using AI-generated meeting intelligence.

Tools covered

Fireflies.aiAI NotetakerAI Meeting SummariesAction ItemsAskFredSmart SearchConversation IntelligenceTopic TrackersDaily DigestAI SkillsMeeting Integrations

Who should attend

  • Chief Executive Officers & Managing Directors
  • CXOs & Executive Leadership Team Members
  • Business Unit Heads
  • Functional Heads & Department Leaders
  • Senior Vice Presidents & Vice Presidents
  • Directors & Senior Management Professionals
  • General Managers
  • Strategy & Transformation Leaders
  • Program & Portfolio Leaders
  • Operations Leaders
  • Chief of Staff & Executive Office Professionals
  • Senior People Managers

Prerequisites & Participant Readiness

  • Familiarity with leadership, management, or cross-functional business meetings
  • Basic understanding of meeting agendas, decisions, action items, and follow-up processes
  • Basic computer and internet proficiency
  • Access to common meeting platforms such as Microsoft Teams, Zoom, Google Meet, or Webex 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 leadership meetings such as management reviews, strategy discussions, project reviews, and cross-functional meetings
  • Understanding the difference between meeting recording, transcription, summaries, and conversation intelligence
Practical activities
  • Exploring the Fireflies workspace and Meetings Notebook
  • Reviewing a sample leadership meeting transcript and generated summary
  • Identifying decisions, actions, priorities, and follow-up items from a captured meeting

Scenarios

Leadership Review Meeting to Decision & Accountability

Leadership Meeting → Fireflies Capture → AI Summary → Decisions & Blockers → Action Owners → Follow-Up → Management Visibility

Participants use Fireflies.ai to transform a recurring leadership review into a structured decision and accountability workflow, helping reduce manual documentation and improve visibility of commitments, blockers, owners, and next steps.

Cross-Meeting Executive Intelligence

Multiple Leadership Meetings → Search & Analytics → Recurring Topics → Open Questions → Risks & Actions → Executive Brief

Participants consolidate information across management conversations to identify recurring strategic themes, unresolved issues, and important actions, producing a concise leadership brief for faster review and planning.

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