Summarize Fireflies transcripts to HubSpot as a new note

Keeping track of meeting notes can be a time-consuming task. This Playbook simplifies the process by fetching all Fireflies transcripts based on your criteria and saving the summary and action items of each meeting to HubSpot as a new note.

Managing meeting information manually often results in missed details and incomplete records. Ensuring that all relevant information is stored in one place is crucial for effective follow-up and planning.

For instance, after a series of client meetings, this automation will automatically generate and store comprehensive notes in HubSpot, ensuring your team has access to all critical information. It’s also helpful for internal team meetings, where action items and summaries can be quickly referenced for future projects.

By automating the extraction and recording process, this Playbook enhances your team's productivity and keeps your HubSpot records up-to-date effortlessly.

Let’s set it up!

Step 1: Pin the playbook and integrate Fireflies and HubSpot

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Fireflies and HubSpot.

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card. The setup flow will start. 

Click on “Save Input” and checkmark HubSpot. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the automation to summarize Fireflies transcripts to HubSpot as a new note

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard).

When you run the playbook, it will get all Fireflies transcripts based on your criteria. It will then save the summary and action items of each meeting to HubSpot as a new note.

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