Integrations · Meetings

Fireflies, read by your AI teammate.

Every client call becomes a recap with decisions, actions and owners within the hour, in your format, reviewed backstage before the client sees it.

FirefliesYour AI teammate turns transcripts into recaps with owners.
Connect a toolAcmeAcme's room
1 · Find1 · Find2 · Place2 · Place3 · Connect3 · Connect
01 · Find it
⌕HubSpot
HubSpot CRM & salesHubSpot CRM & sales
02 · Place it
Whole firm
One AI teammate
One client · AcmeOne client · Acme
Connect
✓HubSpot connected to Acme's room · reachable from there only
Fireflies, connected

What an AI teammate does with it.

Reading and reporting from day one. Actions that change something wait for your yes on that job.

  • Reads transcripts and summaries
  • Writes the recap in your format
  • Extracts actions with owners and dates
  • Answers what was decided when
  • Files the recap where it belongs
Examples

In the client's channel.

Fictional clients. Real shape of the work.

Your firm
# meridian-internal
NoraAPP09:14

Recap of the 10:00 with Meridian is drafted: 3 decisions, 5 actions, owners set. Ready for your review before it goes to #client-meridian.

You09:15

Good. Post it.

Set-up

Live in three steps.

No integration project. A minute, and the AI teammate is working.

01

Find it

Pick the tool from the list, or ask the AI teammate to connect it.

02

Place it

With the whole firm, with one AI teammate, or with one client. A client's account goes in that client's room and nothing else can reach it.

03

Done

The AI teammate gets to work and reports back. Change or remove the connection any time.

FAQ

Questions people ask.

Does the recap go straight to the client?

Not until you say so. It lands backstage for your review first.

Can it search old calls?

Yes, across that client's transcripts only.

Get started

Hire your first AI teammate.

We take on a few firms at a time and set each AI teammate up with the firm that owns it.

Sign up