Tool or Technology
TT0186

Fireflies.ai Foundations

Capture, Analyse & Automate Meeting Intelligence

Fireflies.ai
Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Fireflies.ai to capture, transcribe, summarise, and organise business meetings.
  • Extract decisions, action items, questions, key topics, and important conversation insights from meeting records.
  • Use AskFred and Global AskFred to query individual meetings and analyse information across multiple conversations.
  • Apply AI Skills, Topic Trackers, analytics, and integrations to convert meeting conversations into actionable business workflows.
  • Build responsible meeting-intelligence practices covering consent, access, privacy, information accuracy, and human review.

Technology covered

Fireflies.aiAI NotetakerReal-Time NotesFireflies NotepadAskFredGlobal AskFredAI SkillsSmart SearchTopic TrackersConversation IntelligenceSoundbitesIntegrationsFireflies MCP

Who should attend

  • Sales & Business Development Professionals
  • Pre-Sales & Account Management Professionals
  • Customer Success Professionals
  • Project & Program Managers
  • Team Leaders & People Managers
  • Human Resources & Talent Acquisition Professionals
  • Learning & Development Professionals
  • Business Analysts & Consultants
  • Operations Professionals
  • Marketing & Customer Research Teams
  • Professionals Managing Frequent Business Meetings

Prerequisites & Participant Readiness

  • Basic computer and internet proficiency
  • Familiarity with virtual meetings and workplace collaboration tools
  • Access to platforms such as Microsoft Teams, Zoom, or Google Meet is helpful
  • Familiarity with CRM, project-management, or collaboration tools is beneficial
  • No programming knowledge required
  • No previous Fireflies.ai experience required
  • Meeting recording and transcription activities must comply with organisational policies and applicable consent requirements

TOC Modules

Concepts
  • Understanding AI meeting assistants and meeting-intelligence workflows
  • Understanding meeting capture, transcription, summaries, action items, and searchable conversation records
  • Understanding the Fireflies AI Notetaker and Fireflies workspace
  • Understanding live versus post-meeting intelligence
  • Understanding appropriate use cases and limitations of AI-generated meeting information
Practical activities
  • Exploring the Fireflies.ai workspace and core settings
  • Reviewing a sample meeting captured by Fireflies
  • Identifying transcript, summary, decisions, and action items
  • Mapping a manual meeting process into an AI-assisted workflow

Scenarios

Client Meeting to CRM & Sales Follow-Up

Client Meeting → Fireflies Capture → Transcript & Summary → AskFred → Requirements / Objections / Actions → CRM Update → Follow-Up Email

Participants convert a customer conversation into structured sales intelligence, capturing requirements, concerns, decisions, next steps, and follow-up communication without manually reconstructing the meeting.

Project Meeting to Action & Progress Intelligence

Project Meeting → Fireflies Notes → Action Items → Topic Tracking → Project Tasks → Cross-Meeting Analysis → Management Update

Participants use Fireflies across recurring project meetings to capture commitments, identify recurring issues, track important topics, automate task handoff, and generate a consolidated progress summary for stakeholders.

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