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Fireflies.ai
HubSpot
playbook Template

Summarize Fireflies transcripts to HubSpot as a new note

This Playbook 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.

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
Merge text
Action
Create note in HubSpot
Action
Run this Fireflies.ai automation with Bardeen in minutes.

How to run the playbook

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.

Run this Fireflies.ai automation with Bardeen in minutes.

Available actions & triggers

Apps:
Summarize Fireflies transcripts to HubSpot as a new note
Summarize Fireflies transcripts to HubSpot as a new note
Summarize Fireflies transcripts to HubSpot as a new note
Types:
Both
Actions
Triggers
Create HubSpot Product
Create HubSpot Product
Action
When HubSpot Company is created
When HubSpot Company is created
Trigger
Delete ticket record
Delete ticket record
Action
Find sequences in HubSpot
Find sequences in HubSpot
Action
Delete note in HubSpot
Delete note in HubSpot
Action
When HubSpot Product is created
When HubSpot Product is created
Trigger
Delete HubSpot Contact
Delete HubSpot Contact
Action
Create task in HubSpot
Create task in HubSpot
Action
Get HubSpot Product
Get HubSpot Product
Action
Delete a task in HubSpot
Delete a task in HubSpot
Action
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FAQs

Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?

You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.

Youtube: Can I download a Youtube video to my computer using Bardeen?

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Google Sheets: What is the best way to export data to Google Sheets?

Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.

Meetings: Is there a playbook to record and summarize meetings?

There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment

Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?

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Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?

Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.

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