How to create new SmartSuite records for new Fireflies.ai transcripts

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "New transcript created" under Fireflies.ai. Then, select the relevant account details. If this is your first time using a Fireflies.ai integration in Relay, you'll be prompted to connect your Fireflies.ai account.

Now, every time a new transcript is created in Fireflies.ai, your playbook will run automatically.

Now you can create a new record in SmartSuite. Add a new step and select "Create record" from the list of SmartSuite automations.

Connect SmartSuite to Relay if you haven't already, then fill out the necessary details. You can reference fields from Fireflies.ai to automatically pass along the right data.

When you are done with the playbook, it's time to turn it on.

The playbook will now run automatically whenever a new transcript is created in Fireflies.ai. You can also click "Check now" to do a manual check whenever you'd like.