Integrations
Single-admin setup for Microsoft 365 + Salesforce + Fireflies.
Core Connectors
Keep v1 simple: one admin connects once, reps do nothing.Microsoft 365Disconnected
Required. Outlook webhook trigger + email delivery from admin inbox.SalesforceDisconnected
Required. Pull CRM context for external meeting attendees.FirefliesDisconnected
Meeting recorder + transcript retrieval using Fireflies API key.Calendar Preview
Upcoming events from connected calendar.No upcoming events found.
Connect Microsoft 365 above to see calendar events.
Team0
No team members yet.
Add people who should receive pre-meeting briefs.
Meeting Variables
Definitions for AI analysis. Add descriptions so the AI can auto-fill stages, outcomes, and signals.Pipeline Stages
e.g. SQL0, SQL1, SQL2. Each stage needs a definition.
Meeting Outcomes
e.g. Follow-up, Closed Won, Closed Lost.
Qualification Signals
e.g. Budget, Timeline, Decision Maker. AI checks true/false per meeting.
Filtering
Define which meetings to keep on the list and which to filter out.