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Automate Fireflies with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Fireflies. It runs the Fireflies steps your team does by hand today, and connects it to Zoom, Salesforce, and Microsoft Teams. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Fireflies integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Fireflies and every tool it touches, including the screens with no API.

Building on the Fireflies API?Visit fireflies.ai

How to automate Fireflies

  1. Connect Fireflies to Caddi

    Allow

    1Sign in to Fireflies

    One click with your own Fireflies login. No API keys.

  2. Automate notes to CRM in Fireflies.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Fireflies integrations

Connect Fireflies with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with Fireflies

Why teams automate Fireflies

Fireflies records and transcribes meetings so no detail gets lost. Caddi AI Agents automate the handoff so those notes reach the CRM and turn into action.

Meeting notes are only useful if they reach the record and drive next steps. Caddi captures each Fireflies summary, files it, and opens the follow-up tasks.

Loops Caddi runs against Fireflies

  • Notes to CRM

    Recommended pattern
    1. Fireflies
    2. Salesforce

    Caddi captures the Fireflies meeting summary and logs it to the contact in Salesforce.

  • Create follow-up tasks

    Recommended pattern
    1. Fireflies
    2. Microsoft Outlook

    Caddi turns Fireflies action items into follow-up tasks in Outlook.

  • Share the summary

    Recommended pattern
    1. Fireflies
    2. Microsoft Teams

    Caddi posts the right Fireflies meeting summary to the channel.

Where professional services teams use it

  • Inbound triage

    Watch Fireflies for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.

  • Cross-tool data sync

    Keep Fireflies in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.

  • Document workflows

    Generate, send, and archive documents end-to-end using Fireflies alongside e-signature, cloud storage, and your system of record.

  • Notifications & approvals

    Send the right person the right Fireflies update by email, Slack, or Teams, and capture approvals back into the originating record.

Questions about automating Fireflies

Does Caddi have a real Fireflies integration?

Yes. Caddi runs verified code against Fireflies's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Fireflies is reviewed before it runs in production.

Do I need engineering help to automate Fireflies with Caddi?

No. You demonstrate the workflow, clicking through Fireflies the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Fireflies data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Fireflies, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Fireflies to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Fireflies, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Fireflies?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside Fireflies

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See it on your stack

Ready to automate Fireflies?

Drop your work email and we'll show you Caddi running end-to-end against Fireflies and the rest of your stack.