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Fireflies.ai joins your Zoom, Google Meet and Teams calls and keeps each meeting’s attendees, transcript, AI summary with action items, and soundbites. Connect Fireflies once with an API key, and Neo agents can read your meetings and act on them.

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What Neo can do with Fireflies

  • Read the meetings recorded since its last run, with their summary, action items and, if you allow it, the transcript
  • Match each meeting to its client by the email domains of the people who attended
  • Keep what matters about a client, such as their systems, contacts, preferences and the problems they raised, as a memory on the client’s company, after a technician approves each one
  • Leave out passwords, codes, keys, card and bank numbers and personal data before anything is saved
  • Ask AskFred, Fireflies’ AI, what a client raised across their meetings
  • Share a meeting, add Fireflies to a live call, rename meetings and manage your Fireflies users, with your approval

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Set up an agent

The client-context job runs on a schedule, for example every morning:
  1. Connect Fireflies.
  2. Ask Neo Support to set up the agent, for example:
The agent gets Meetings & Summaries, Transcripts and Team & Admin at Read Only in its Fireflies block (Team & Admin tells your own email domains from your clients’), your PSA’s Contacts at Read Only to match the client, and Agent Memories at Read / Write with approval in its Neo API block. Each memory names the meeting it came from, so a later run never saves the same meeting twice. Neo reads Fireflies from scheduled agents and chats, never on a run that works a ticket: a meeting names no PSA company Neo can check, so a ticket’s text could otherwise reach another client’s meetings. See Fireflies API for the permission groups.

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Next steps

Connect Fireflies

Copy your Fireflies API key and save it in Neo.