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A No-Code System to Auto-Summarize Customer Calls With Fireflies.ai + Notion

3 min read

Stop taking manual notes. Learn how to automatically record, transcribe, and summarize your customer calls into Notion using Fireflies.ai and Make.com.

If you're spending time typing up meeting notes after every client call, you're wasting hours every week.

Worse, while you're typing, you aren't listening. You're focused on capturing the words instead of understanding the meaning.

The Solution: An automated "Scribe" that records, transcribes, summarizes, and files your notes for you.

The Stack

* Fireflies.ai: An AI bot that joins your Zoom/Meet/Teams calls and records them.

* Make.com: The connector.

* Notion: The database where client info lives.

Step 1: The Recording (Fireflies)

Set up a Fireflies account. Connect it to your Google Calendar.

Configure it to join meetings automatically or only when you invite fred@fireflies.ai to the calendar event.

Once the meeting ends, Fireflies processes the audio and generates a transcript.

Step 2: The Trigger

* Make.com Trigger: Fireflies > Watch for New Transcripts.

* Filter: You might want to filter by meeting title (e.g., contains "Client") so you don't summarize your virtual coffee chats.

Step 3: The AI Summary

Fireflies has built-in AI summaries, but sending the raw transcript to OpenAI gives you more control over the format.

Module: OpenAI > Create a Completion. Prompt:

> "Analyze this meeting transcript.

> Extract the following:

> 1. Client Pain Points: What are they struggling with?

> 2. Feature Requests: What specific things did they ask for?

> 3. Next Steps: Bulleted list of action items.

> 4. Sentiment: Positive, Neutral, or Negative?

>

> Format as Markdown."

This small adjustment can have a significant impact on your overall workflow efficiency. It turns a manual, error-prone process into a reliable, set-it-and-forget-it system.

Step 4: The Filing (Notion)

You don't want these notes in a random Google Doc. You want them attached to the Client Record.

* Module: Notion > Search Objects (Database Items).

* Query: Search your "Clients" database for the email address of the attendee (which Fireflies provides).

* Action: If found, get the Page ID.

* Module: Notion > Create a Database Item (in a "Meeting Notes" database).

* Properties:

* Name: Meeting Title.

* Date: Meeting Date.

* Summary: The AI output.

* Relation: Link it to the Page ID of the client found above.

Result: When you open "Acme Corp" in Notion, you see a timeline of every meeting you've ever had with them, with perfect summaries.

The "Magic" Moment

The real magic happens 6 months later.

A client emails you: "Hey, remember that idea we discussed last summer?"

Instead of panicking, you go to Notion, search "Acme Corp", and Ctrl+F. You find the exact summary, the exact date, and the exact context.

"Yes, looking at my notes from July 12th, you mentioned [X]..."

You look like a genius.

Seeing this in action makes a huge difference. Once configured, the interface provides a clear visual confirmation that your automation is running smoothly, giving you peace of mind that the system is working as intended.

Conclusion

Your memory is fallible. Audio recordings are unsearchable.

Text is the universal interface.

By converting every conversation into searchable, structured text, you build a "Second Brain" for your business relationships.

Next Step: Sign up for the free tier of Fireflies.ai today and have it join your next internal call just to see the transcript quality.

* Start automating with Make.com


Now that your meetings are sorted, what about your tasks? Learn how to Auto-Send Slack Digests to keep track of your to-dos.

Frequently Asked Questions

Does Fireflies join every meeting?

You can configure it. You can set it to join 'All calendar events', 'Only events with a meeting link', or 'Only when I invite it'. We recommend 'Only when invited' for better control.

Can I use Otter.ai instead?

Yes. Otter also has an API and Zapier integration. The workflow is identical: Watch for new recording -> Get Transcript -> Summarize -> Save to Notion.

How accurate is the summary?

With GPT-4 or Claude 3.5, the summaries are shockingly good. They can distinguish between 'small talk' and 'business requirements'. However, always glance at the summary to ensure it didn't miss a nuance.

Is this GDPR compliant?

Fireflies and OpenAI have enterprise-grade security, but you must inform participants they are being recorded. Fireflies can automatically announce 'This meeting is being recorded' when it joins.

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