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Fireflies.ai
Notion
playbook Template

Generate tasks in Notion from Fireflies transcripts

This Playbook will get action items of a Fireflies meeting transcript and save the tasks in your Notion database, along with the transcript link, date and other information.

This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.

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How does this automation work?

Find fireflies transcripts
Action
Create Notion page
Action
Run this Fireflies.ai automation with Bardeen in minutes.

How to run the playbook

Tracking action items from meeting transcripts can be a tedious task, often leading to missed deadlines or forgotten tasks. This Playbook simplifies that by automatically extracting action items from a Fireflies meeting transcript. It not only identifies key tasks but also saves them directly to your Notion database, complete with the transcript link, date, and other relevant details.

This is particularly useful when managing multiple projects or ensuring that no important task slips through the cracks after a meeting. By automating this process, you can focus on executing the tasks rather than spending time organizing them.

Whether you’re working on a team project or managing your own workload, this Playbook ensures that all actionable items are clearly documented and easily accessible in Notion.

Let’s set it up!

Step 1: Pin the playbook and integrate Fireflies and Notion

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 Notion.

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. 

The automation will ask you to specify the Notion database that you want to send the information to and map the fields from Fireflies to the fields in your Notion database. If you don’t want certain information, you can leave the column empty.

Step 2: Run the automation to generate tasks in Notion from Fireflies transcripts

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and go to a Fireflies transcript.

When you run the playbook, it will get action items of your Fireflies meeting transcript and save the tasks in your Notion database, along with the transcript link, date and other information.

Run this Fireflies.ai automation with Bardeen in minutes.

Available actions & triggers

Apps:
Generate tasks in Notion from Fireflies transcripts
Generate tasks in Notion from Fireflies transcripts
Generate tasks in Notion from Fireflies transcripts
Types:
Both
Actions
Triggers
When Notion page is created or updated
When Notion page is created or updated
Trigger
When a transcript is complete in Fireflies
When a transcript is complete in Fireflies
Trigger
Create Notion page
Create Notion page
Action
Find Notion pages
Find Notion pages
Action
Add database to page
Add database to page
Action
Get Notion page title
Get Notion page title
Action
Find fireflies transcripts
Find fireflies transcripts
Action
Navigates to database in browser
Navigates to database in browser
Action
When Notion page is created or updated
When Notion page is created or updated
Trigger
When Notion page is created
When Notion page is created
Trigger
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FAQs

What if I don’t use a CRM for the technical handoff?

You can still run the playbook using email, task, and communication tools.

Can I customize the technical handoff report format?

Yes, you can choose where the report is saved or sent.

Is this lead management playbook useful for RevOps teams?

Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.

Can I use this lead management playbook with LinkedIn Sales Navigator?

Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.

How does this price monitoring playbook help with lead qualification?

Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.

Does this daily/weekly report with lead qualification?

Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.

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