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Fireflies transcripts turned into client insight and action

Sofia reads your Fireflies transcripts and asks questions across meetings to find client themes, then updates your CRM and drafts follow-ups with your approval.

Ideas to put to work

What clients tell you in meetings, analyzed across the whole client base and acted on.

  • Themes across client conversations

    Sofia asks Fireflies questions across your meetings and reports the concerns, requests and risks clients raise, by client and over time.

  • CRM updated from every call

    Sofia reads each transcript, logs a note with decisions and next steps on the HubSpot deal, and creates follow-up tasks, with your approval.

  • Follow-up drafted after the meeting

    Sofia reads the transcript and drafts the follow-up email in Outlook with what was agreed and who owns it, for your approval.

  • Client moments shared with the team

    Sofia creates soundbites of key client moments and, with your approval, shares them in the team's Slack channel.

What Sofia can do with Fireflies

Sofia reads and keeps current

  • Meeting transcripts
  • Transcript sentences
  • Soundbites
  • Contacts
  • Meeting analytics
  • Channels

Sofia does, with your approval where you want it

  • Get a transcript
  • Ask the notetaker questions about meetings
  • Create a soundbite
  • Upload audio for transcription
  • Rename a meeting
  • Share a meeting
  • Change meeting privacy

Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.

Turn your Fireflies transcripts into action

Score your firm in three minutes, or talk to our team.

One real workflow, every month. The before-and-after time, what still needs review, and which systems it touched.

Know a firm that needs this? Partners and clients who refer firms to us are part of our partner network.

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