Integrations/Fireflies
Neo AgentFireflies
Customer Success integration

What clients say in meetings, kept where Neo works.

Neo reads Fireflies meetings, matches each to its client, and keeps what matters as memory.

01Capabilities

What Neo does with Fireflies.

01

Meetings

Neo finds meetings by date, attendee or keyword, with their summaries.

02

Transcripts

Neo reads what was said, if you allow it, and asks AskFred.

03

Sharing and teams

Neo shares meetings and manages users, with your approval.

02Workflows

Concrete work Neo handles in Fireflies.

USE CASE

Client context to memory

Neo saves what matters about a client, after your approval.

USE CASE

Meeting to client

Neo matches each meeting to its client by attendee email.

USE CASE

Sensitive data left out

Neo removes passwords and personal data before it saves.

03Setup

Set it up with Neo.

01

Connect Fireflies

Enter the credentials the Fireflies card on Neo's Integrations page asks for. The setup guide shows where to find each one.

02

Start from a use case

Open the Fireflies card's "What Neo can do" tab and press Set up with Neo on the job you want.

03

Build it with Neo Support

Neo Support picks the tools and the Fireflies access the job needs, and builds the agent with you.

FAQ

Questions about the Fireflies integration.

What does Neo need to connect to Fireflies?+

The credentials the Fireflies card on Neo's Integrations page asks for, from your Fireflies account. The setup guide shows where to find each one.

How do I set up one of these use cases?+

Connect Fireflies, open its "What Neo can do" tab in the Neo dashboard and press Set up with Neo on the use case. Neo Support builds the agent with you.

Ready to wire up Fireflies?

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