Fireflies
Chat connectors integration
Yes. Connecting Fireflies lets the Obsidian AI chat retrieve meeting transcripts, summaries, and action items.
What the Fireflies integration does
Connecting Fireflies to Obsidian brings meeting notes into the AI chat. Ask for a transcript, pull action items from yesterday's calls, or find the recording that mentioned pension consolidation. Each adviser connects their own Fireflies account via OAuth.
What advisers can do
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Read
Let the AI chat look up data through this connector.
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Actions
Let the AI chat take actions through this connector.
Example prompts
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“Get the Fireflies summary of my call with the Smith household.”
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“What action items did Fireflies capture from yesterday's meetings?”
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“Find the Fireflies transcript that mentioned pension consolidation.”
How it works
Obsidian connects to your Fireflies account via OAuth. Once authorised, Fireflies tools appear in the AI chat so you can retrieve transcripts, summaries, and action items. Disconnect at any time from Playbook → Apps.
How to connect
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Go to Playbook → Apps in Obsidian.
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Find Fireflies and click Connect.
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Authorise access via OAuth — no passwords are stored in Obsidian.
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Fireflies tools then appear in the AI chat.
Works with
Availability
This integration is included with Obsidian's AI Practice Management module, so every firm can connect Fireflies.
Frequently asked questions
FAQ
Yes. Connecting Fireflies lets the Obsidian AI chat use Fireflies's tools from your adviser workflow.
You can ask the AI chat for a Fireflies summary, pull a transcript, or list action items from recent calls without leaving Obsidian.
Yes. All integrations are included with Obsidian's AI Practice Management module.
Go to Playbook → Apps in Obsidian and click Connect next to Fireflies. You'll be redirected to authorise access via OAuth. No passwords are stored.
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