Connect Fireflies and
SharePoint with AI

Redbird AI automatically syncs meeting transcripts, action items, and conversation insights from Fireflies into your SharePoint document libraries and workflows. Stop manually copying notes, uploading transcripts, or chasing down decisions from calls—let AI route meeting intelligence exactly where your team needs it.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Auto-archive sales call transcripts to SharePoint libraries by account or product

When Fireflies completes a sales call transcription, Redbird extracts the account name and product discussed, then files the transcript and summary in the corresponding SharePoint folder. Your sales teams get organized call history without manual filing.

Create SharePoint action items from Fireflies meeting summaries and assign owners

Redbird reads action items extracted by Fireflies, creates tasks in your SharePoint workflow system, and assigns them based on mentions or roles. Follow-ups get tracked in your existing project management framework automatically.

Sync customer feedback transcripts to SharePoint knowledge base with searchable metadata

Customer interview transcripts from Fireflies are automatically tagged with product features, pain points, and customer segments, then published to your SharePoint knowledge portal. Product and support teams can search feedback by topic without listening to every call.

Trigger document approval workflows when compliance-related calls are transcribed

When Fireflies detects keywords like 'pricing agreement' or 'contract terms' in a call, Redbird initiates a SharePoint approval workflow and routes the transcript to legal or finance. Compliance reviews start automatically without manual flagging.

Update SharePoint project pages with meeting outcomes and decision summaries

After project status calls, Redbird extracts decisions, blockers, and next steps from Fireflies transcripts and updates the relevant SharePoint project site pages. Stakeholders see current status without attending every meeting.

Generate weekly meeting intelligence reports in SharePoint from Fireflies call data

Redbird aggregates insights from all Fireflies transcripts—talk ratios, common objections, feature requests—and publishes formatted reports to SharePoint dashboards. Leadership gets weekly call trends without manual analysis.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Fireflies and SharePoint with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands Fireflies' conversation intelligence data structures and SharePoint's document libraries, metadata schemas, and workflow systems—so you can automate meeting documentation without custom code.

AI that understands meeting transcripts and enterprise content systems

Redbird maps Fireflies transcript objects, speaker labels, action items, and sentiment scores to SharePoint's content types, managed metadata columns, and folder hierarchies. The AI recognizes account names, product mentions, and decision types in conversation text, then applies the right tags and routing rules for your document libraries. You get intelligent filing that respects your taxonomy and governance policies—not just raw file dumps.

Transcript metadata mapping
Content type recognition
Managed metadata tagging
Workflow trigger logic
10×

faster than manually uploading meeting notes to SharePoint libraries

No downloading transcripts, reformatting summaries, or hunting for the right folder structure

Auto-generated reports

Redbird can pull from Fireflies and SharePoint simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Fireflies or SharePoint.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Fireflies into SharePoint, or from SharePoint back into Fireflies. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any meeting event in Fireflies or document activity in SharePoint—Redbird handles the data mapping and transformation.

Fireflies
Triggers & Actions
Trigger

Meeting transcription completed

Fires when Fireflies finishes transcribing and analyzing a recorded call.

Trigger

Action item detected in transcript

Triggers when Fireflies identifies a task or commitment in meeting conversation.

Trigger

Keyword or topic mentioned in call

Activates when specific keywords, competitors, or topics appear in transcript.

Action

Search meeting transcripts by query

Query Fireflies transcripts for specific phrases, speakers, or timeframes.

Action

Tag meeting with custom labels

Apply custom categories or metadata tags to specific Fireflies recordings.

Action

Export transcript with timestamps

Retrieve full transcript text with speaker labels and timestamp markers.

SharePoint
Triggers & Actions
Trigger

Document uploaded to library

Fires when a new file is added to a specific SharePoint document library.

Trigger

Document metadata updated

Triggers when managed metadata columns or properties are changed on a file.

Trigger

Approval workflow status changed

Activates when a SharePoint approval moves to approved, rejected, or pending state.

Action

Create document in library

Upload a file to a specified SharePoint library with metadata and folder path.

Action

Update file metadata properties

Modify managed metadata columns, tags, or custom properties on existing documents.

Action

Start approval workflow

Initiate a SharePoint approval process for a specific document or list item.

Fireflies
+
SharePoint

Ready to connect your stack?

Sync Fireflies meeting intelligence to SharePoint automatically. Stop manually filing transcripts and start giving your teams searchable, organized call insights where they already work.

Get started → Book a demo