Automatic Client Call Transcription and Summaries with Fireflies

1. Go to fireflies.ai and click Sign up
2. Sign up with your work email, or use "Continue with Google" if your calendar already runs on Google Workspace
3. Follow the prompts to verify your account

What you should see: A dashboard, mostly empty until your first call, with a prompt to connect a calendar. Troubleshooting: If email verification doesn't arrive within a few minutes, check spam before requesting a new one.

This is what lets Fireflies know which meetings to join automatically.

1. From the dashboard, find Calendar Integrations in settings
2. Connect your Google Calendar or Outlook account
3. Grant the requested permissions so Fireflies can see upcoming meetings

What you should see: Your upcoming meetings listed inside Fireflies, each with a toggle for whether the notetaker bot should join. Troubleshooting: If meetings don't appear, double-check you connected the same calendar account you actually book client calls on, not a personal one.

1. Look for a setting like Recording Preferences or Meeting Bot Settings
2. Choose whether the bot joins every meeting automatically or only ones you flag
3. For client calls specifically, most agency owners set it to join automatically for anything with an external attendee

What you should see: A joined-meeting confirmation the next time a call starts, usually a small bot name visible in the call's participant list. Troubleshooting: If the bot doesn't join, confirm the meeting link is actually in the calendar invite (not just a phone number or a link pasted into chat separately).

Confidential data caution: You're now recording and transcribing conversations with clients and prospects. Several states require every participant's consent before a call can be recorded, not just yours. Say at the start of the call that it's being recorded and transcribed, and check your client contracts for language on recorded calls before you rely on this for every account.

1. After a call ends, Fireflies processes the recording, usually within a few minutes
2. Open the call from your dashboard
3. Review the auto-generated summary, action items, and full transcript

What you should see: A summary block at the top, a list of action items pulled from the conversation, and a scrollable transcript below with speaker labels. Troubleshooting: If speaker labels are wrong (common on the first few calls), Fireflies improves this over time as it learns each recurring participant's voice; you can also manually relabel.

1. Inside a call or across your call history, look for AskFred, Fireflies' in-app assistant
2. Ask a natural-language question about what was discussed

What you should see: A direct answer pulled from the transcript, with a reference to where in the call it came from. Troubleshooting: AskFred draws on a separate credit pool from summaries. If it stops responding, check your remaining AI credits in account settings.