Autofill CRM: Fireflies Updates HubSpot & Salesforce (Full Transcript)

[00:00:00] Speaker 1: And we are live, and I'm seeing already people joining. So Kristen, welcome. Welcome back, actually. You joined the previous ones. Kovash, Gerardo, Patty, Lee, Monica, Whitney, welcome everyone. Just gonna give a couple of minutes for more members to join and we can get things started. While that, we should drop in the chat where you are joining from, if you have AutoFuel enabled already, know about it, or just what CRM are you using currently with Fireflies to have integrated. Hey Sam, Parker, Keith, John, Gabriela, Devon, Katie, lots of people joining. Glad to see you all here today. Hey, Pratt, have Pratt from our team here with us today. We'll have with some questions in the chat. Gerardo has joined from Spain. Congrats on the World Cup. If you cheer for Spain, you're not leaving there just nonetheless. Possibly there was a big party there. Patty has joined from Houston, Texas. Just gonna give a couple more, some two minutes or so, and we can get things started. If you two keep dropping here in the chat, we're joining from Katie's using HubSpot. HubSpot, it is the CRM most connected with Fireflies currently that customers are using more. We got it with Fireflies. Lee was using Go High Level and switching to HubSpot now. Good call, Lee. I'm a big fan of HubSpot, couple of years already. Lot of people using HubSpot here. Let's see. This is gonna give another minute and we can get things started. Oh, a lot of HubSpot users. Anyone using Salesforce by any chance? I think so. We also have Abshak here from our team together, joined from the US. Abshak, you're joining from the US. Abshak, you're joining from the US. Abshak, you're joining from the US. Abshak from our team together, joining us. Welcome all the rest. And with that, I think we can get things started then. Welcome everyone for another webinar, Fireflies Community Webinar. And just a quick housekeeping before we get started. This is being recorded and you get the replay and we will also drop in our resource library here in the community so you can catch up with everything later as well. But we also will email everything. And here's the plan for today. In the next 50 minutes, we're gonna give you a quick intro about Fireflies, the heart of it, how you're gonna use for sales and how your CRM can autofill itself after every sales call. Then talk a little bit about security and answer all your questions. I'm Pedro Hernandez, the Fireflies Community Manager. And today with me here is Chen, our Senior Product Manager that built a lot of what you see here.

[00:03:50] Speaker 2: Awesome. Hey folks, super excited to show what we built today. So this has been under the works for quite some time. It's been our number one feature request for CRM space and integrations. I can't just wait to get into the demo and start showing this to you. Yeah.

[00:04:09] Speaker 1: Let's do it. And just one ask before we get started. Do drop your questions here. We have our Q&A feature is the question mark icon here. At the bottom in the middle, you can drop all your questions but also any feedback. Chen here loves to hear any feedback about the features. So while we are presenting and demoing if you're free to keep sharing suggestions on how to improve it. Or just drop any questions and we will address all by the end of the session. But for those newer to Fireflies, if you're new, just get started. Over 20 million people use it, including teams at the Fortune 500. And we practice billions of meetings every minute. And having a hundred plus languages, hundred plus integrations, enterprise grade security. And what we want you to go out of today is that Fireflies go way beyond note-taking. So what that means for sales? You can use our knowledge to add all your sales battle cards. You can use your email system to draft email replies and follow-ups, voice agents, to qualify our Slack assistance, to resume discussions on Slack, our live assist. And we have all the automations, which is gonna be the bulk of today with the Autofill CRM. And you can capture all your meetings using our meeting bot thread when you add them to meetings, our desktop app, our Chrome extension. And for those that are using Fireflies for field sales, you can use our mobile app as well. So if you sell, you know, this line is your week. The context from all your calls, it is gone by Friday or by late meetings. Notes and CRM fields get filled from memory, late, if at all. So updating the CRM, and let me know if it feels like just busy work or sometimes it even doesn't happen. And because all of that sales managers or your manager forecasting, it is just mostly based on feeling than raw data. So every one of these things has the same root cause. The conversation and the system that required it are disconnected. So how Fireflies for sales solve that? It captures every conversation, it constructs insights and fill your CRM automatically, making better pipeline decisions possible. And as you can see, we host more than millions of meetings for sales. And usually nine action items are captured during that. So five out of six also meetings about sales are turning into next steps automatically. And all these you can do through autofill and also AI skills. So without further ado, let's see how it works live. And Chen, you can take over and get started about autofill and Fireflies for sales.

[00:07:42] Speaker 2: Absolutely. Let me just quickly share my screen. Yeah, there we go. So first of all, again, welcome everybody. Super excited to have you here. So over the years, I know most of you who have used HubSpot have the integration connected and you've seen how Fireflies can send notes to your contacts, companies and deals. You've seen how you can manually send your notes, but we wanted to do more than notes. So we wanted to go more deeper into the CRM, which has been our number one request. Like I said, a lot of customers have been asking, I just don't want the notes. I want some meeting information to be extracted for the meeting. And I want to push that to my default fields. I want to push that to my custom fields. And we've listened to our customers and we've shipped autofill CRM yesterday and super excited to show all of that to you. So let me start off by saying that autofill CRM is built in a way where it is super easy to configure. I'm just going to show you the end-to-end flow. Unlike rest of the flows where your notes get automatically sent. So given that we are dealing with sensitive data, we made the autofill flow where you configure it once and you have to review and send the data by yourself. So there's always a human in the loop, at least for now, so that you never get missed out on sending out important data. So that being said, let me show you how easy it is to set it up. So once you have your HubSpot connected, on the left-hand pane, you are very familiar where you can create configurations to push your notes, but you will notice this tile on your right-hand side, starting from yesterday. So autofill CRM is available for users in the business and enterprise plans. So you'd see this, just click set up autofill, and it asks you which aspect of the CRM do you want to update? So you can choose between contacts, companies, and deals. And another aspect is we're not just shipping autofill CRM for HubSpot, we're also shipping this for Salesforce. So whatever I'm about to show you, the exact same, the carbon copy of it applies to Salesforce as well. Just that contacts is the contacts in Salesforce, companies accounts in Salesforce, and deals are opportunities in Salesforce. So yeah, so that being said, let's say that I want to do all three of contact companies and deals, I click continue. So what Firefly does now is it automatically understands the available fields in your HubSpot account and gives you a mapping in front of you. So this is a very important screen for you to understand. So on the left-hand side, you have the data that's about to be extracted from your meetings. And on the right-hand side, you have the HubSpot field. I will explain every single thing. So this is pretty much the same for contact companies and deals. So here you have your default fields. So when Firefly brings you this mapping, Firefly already understands what this specific field in HubSpot is of which format. For example, the close date is of the date format. The LinkedIn handle is probably text. And we also have numerical format. So you don't have to worry about the format of the data that's extracted. Just ensure that the default fields, whatever you want is available here. And if you don't want a specific field, just remove the configuration by just clicking the delete icon here. And you can also see a preview of the mapping on your right-hand pane to see some sample values and how it will look. You can also add custom fields. So this is the most important aspect, right? So default fields, we already know what to extract. And you don't have to worry about configuring the prompt for those fields. All you need to do is just add those fields and just have them mapped here, add or remove fields. But for custom fields, it's something that's very exclusive to your organization. So you will have to specify the prompt. So you can find all your custom fields here. But over here, this is where you'll need to specify the prompt for what Fireflies has to do to extract the information from your meeting and fill it into this custom property, right? So for example, let's say I want to extract the number of employees from the meeting. Yeah, so that's all I need to do. You can be more detailed with your prompt. You can just play around with whatever works for you. Like I said, you don't need to worry about the format of the field because that's something that Fireflies automatically understands. So there's another important aspect here, which I want you to understand, which is overwrite and append. So you see these small icons here. So the shuffle icon is overwrite and this plus icon is append. So let's say this chan test property for a specific contact already has a value in it. So when you select overwrite, every time you do the autofill operation, Fireflies will replace that value with a new updated value. But let's say you don't want that. You want old data as well as the new data. You can change that to append. So in this case, Fireflies will not just, will not remove the existing data in the CRM. If there's no data, it's okay. It's just going to populate the new value. But if there's already something that exists in the CRM, Fireflies is just going to paste that along with the existing data. So none of your existing data is deleted. So I'm just going to change this to overwrite for now and I just click confirm. So you can create a custom complete mapping of your choice and you can also set rules. So like I said, you can specify a lot of, you folks have asked in the community on how do I decide which meetings would my configurations run or which meetings would Fireflies decide that is a sales call? That's something that you can configure over here. So by default, it's set to meeting type as external, which especially means that if somebody else from your domain joins the meeting or if you have a call with someone apart from your email domain, that is classified as an external call. But if you want that to happen for all meetings, you can also select that between meeting title, host, date, part, spins, duration. You can play around with these filters and just create a custom recipe of your own choice. So I'm just going to keep all meetings for the sake of this example. I'm just going to click save and you can change the overwrite and append factor for every single field. So you can just click this icon here and have it changed. But for now, I'm just going to keep this to whatever is here. And as you can see, I'm just checking my configuration if everything is okay. I've set my custom fields. I don't want a couple of fields. I'm just going to delete those. Do the exact same thing for contact companies and deals and just click save configuration and you are pretty much done with your autofill configuration. So like I said, unlike your usual HubSpot integration where Fireflies automatically sends the data to your HubSpot based on the rules, autofill works a bit differently. So like I said, we are dealing with sensitive CRM data. For example, let's say you have something like deal size in your HubSpot as a custom property. We would not want Fireflies to automatically go and update those things based on what's spoken in the meeting. So the data is something that you will have to review and send it across. I'm going to show you how. But before that, after you save your autofill configuration, you'll find it right here. You can delete this configuration, edit this configuration, enable, disable this temporarily whatsoever. So the rule that you have sent, you have created is basically for Fireflies to automatically extract the data based on that specific rule. So Fireflies works in the background to extract the information. So let's say you have a sales call. You've set a rule that satisfies that sales call and when you visit the notepad, you'll already find that Fireflies has already extracted the fields for you. All that you need to do is review and send. That's the exact same flow that I'm going to demo right now. So for that case, let me just upload a sample meeting. Let me just choose one sample call. So I'm just going to... So this works for all uploaded meetings, historical meetings. So stay tuned, I'm going to show you how to do that for your past meetings as well, or any sort of meetings for that matter. It can be a web meeting, it can be a calendar meeting, it can be one that's uploaded, Chrome extension meeting, whatsoever. You can do it. I'm just going to show you how. So you can see that the meeting is being processed. So since I've set the rule to all meetings, Fireflies will automatically run the autofill extraction and have it ready for you to be presented. And all that you need to do is review and have it sent it across. So just wait for the transcript to process and I can just show you how that works. Meanwhile, I'll just take a quick pit stop and see if there's any open questions, Pedro.

[00:16:53] Speaker 1: Yeah, I was going to spotlight here. So together with all those settings and rules, Chen, people are asking when the meetings get recorded, like you're showing, how he knows how to route correctly to the deal in HubSpot or to the contact or company?

[00:17:10] Speaker 2: I will show that how. So, which is what I will explain right away, where you get complete control over how you get sent, how do you send your data to your CRM. So once I explain the sending aspect of it, it will answer your questions, Jana.

[00:17:28] Speaker 1: Together with that as well, they are asking if this is different from the same integration that we mentioned, just a regular HubSpot integration without enabling the autofill CRM, how those connects together.

[00:17:42] Speaker 2: Yes, absolutely. So the integration rules are completely different. The ones that you have for your push configurations are completely different from autofill. So autofill is, like I said, treated as a separate product in itself. So that's how I'd like to put it. So autofill is totally different from your usual meetings. So that is separate, this is separate. So even team integration, right? So let's say you are an admin, most of you here are familiar with the team integration, right? So as an admin, you can apply your entire team integration config to everybody in your workspace, Firefox workspace, but you won't be able to do the same thing for autofill because every user will have to do their own autofill configuration because there's accountability and audit trail inward. We can't have the admin apply a team configuration for autofill. Everybody sees the same configuration and everybody gets a free for all push to the CRM and it just causes a huge mess and makes the CRM very unclean. So we made it very individual level for the user, at least for now, before we evaluate how team integration can come into the play. Like I said, once again, answering your question, autofill CRM is completely separate from sending notes to your HubSpot configurations, rules, whatsoever. Autofill is dedicated, it has its own rules. So you define how autofill gets sent. So I hope that answers your question.

[00:19:06] Speaker 1: Yeah.

[00:19:07] Speaker 2: So the meeting is processed. I think we can get started. So here's the thing, right? Right after your meeting is done, you'll see this banner here. So if your meeting satisfies the rule that I just said, like 10 minutes back, you can see this banner in that specific meeting that says, so-and-so data has been extracted from your meeting. You can just review and have it sent across. And to ensure some of you might forget or simply choose to miss pushing the data to your CRM, you also get a notification here. So we have a dedicated tray in the notification center. When you turn on autofill, you get this autofill tray here in your notifications in Fireplace. You get a notification right away that says the same thing, which is your autofill update is ready for your specific meeting. And all that you do is just click review and send. Or you can just come back to your meeting and just click this banner to click review. And this is what you'd see. So this is where you'll have to review the data and send it across. So it's super simple. So if it's a calendar meeting, you will already find the participant emails populated here. But even if it's not a calendar meeting or an uploaded meeting, you can add the email here. You can add multiple emails. And when you send, Fireflies will automatically check for the relevant contacts with that deal, sorry, relevant deals or companies with that specific contact and map the data accordingly. So you can do that for contacts, companies, and deals. So you see these three sections here. So first, let me just review my contact fields. So first I have my company name. So even, let's say, there are certain information that you cannot guarantee that it'll always be found in meetings. Let's say it's not even been spoken. How would Fireflies find it? So in that case, you can specify or edit the data and have it sent across. For example, here I have a job title. I'm just going to type something, or make a small correction and have it sent across. For example, I don't want to send the company size. I can just have this deselected. So you have complete control over what gets sent to your HubSpot fields. So let me just change this to Webinar. So here, I just click Save and Next. Now I have to review my company fields. So I can also specify the close date. I just want to update my company name. So I can choose just my company name. I just don't want the rest of the fields. I know Webinar. And for deals, it's pretty different, where, see, for contacts and companies, we know, based on the email that you provided, which contact and company that we would need to map the fields to. But for deals, yes, we automatically fetch the open fields, but there might be cases where there are multiple deals associated with that specific contact. Or let's say you have multiple contacts here, and in that case, Fireflies will automatically fetch all the combined open deals for both the contacts presented here. So all that you need to do is just have it multi-selected, and you can select which deals you want Fireflies to send that data to and send it across. And the moment you click Autofill, it's pretty much done. So your data is now in your CRM. So that's how simple this is. Like I said, now let's just go check that in the CRM. Yeah, you can see that the company name has changed to Webinar. So this is how it works, right? So same thing goes for deals as well. So all the data that you have entered in Fireflies automatically, just in an instant, gets updated in your CRM. So like I said, this is not just for new meetings going forward. We've made this backward compatible as well. So I'll come to the pricing later, but here you go. Let's assume that this is some sort of historical meeting. You see this small icon here, integration icon at the top right corner of your top nav. So just search for HubSpot. You see this icon here that says Autofill. Just click that, and Fireflies can extract the data on demand for you, and you can just send it across. So that's how easy it is. For all future meetings, the data is extracted based on your rules, and you can review and send. But if you want to do that for your historical meetings, just go into that meeting, go to the top right corner, click the integration tab, choose HubSpot or Salesforce for that matter, select Autofill, and it automatically extracts on demand for you. So now coming to the pricing aspect of it. We made it super affordable for users. So it just costs one AI credit per meeting, not fields per meeting, which essentially means that you can configure n number of fields. I can configure 40, 50, 60, 70 fields, and the pricing is just going to remain as one AI credit for now for meetings. So the data that you extract, that's when we charge you a credit. So let's say there's a meeting. You have a rule that for Autofill that says extract for this meeting. We charge one AI credit for one meeting when the data is extracted. It's not when it gets sent, because you can send it n number of times. So it's just charged during the extraction. So even if you made a mistake in sending the data, we can always revisit it and send it across and we will not charge you. So the data is extracted when the data, sorry, the charging happens when the meeting data is extracted. So it's one AI credit for now. Super affordable for meeting. Just like how we have skills, we can just use Autofill CRM for n number of fields and it remains as one AI credit for a meeting. And we only charge you when the data is extracted, not when it's sent. So you can send it n number of times. So go ahead and try it out. So this is Autofill CRM in a nutshell. So like I said, it is super affordable compared to our nearest competitor. It's pretty expensive out there. We really wanted people to start using it, give us feedback. One thing that I'd ask for the community here is I'd love to see how the quality of the output is. Yes, we've done a lot of evals. We've done a lot of prompt engineering to get into that. We've optimized it for cost and also at the same time, we've never compromised on quality. But at the same time, we wanna keep improving the model, the engine to ensure that it is always imperative aspect of your workflow. So keep giving us feedback. We will keep fine tuning it. So go ahead and try that out. So yes, in a nutshell, you create an Autofill configuration, set the rules. It's completely different from an integration configuration. You can do Autofill for both new meetings based on rules or even past historical meetings on demand. Once again, the charging happens only during the extraction and not when you send it. So yes, that'll be all, Pedro. I'd love to open the forum for questions.

[00:26:35] Speaker 1: Yeah, so just while we are on the screen, because we have two questions related to this and one, it is a little bit, they are mentioned the notes, but you just show like the icon, go there, find HubSpot, and then you see Autofill and also push notes. So I think the confusion must be there.

[00:26:58] Speaker 2: Okay, so Autofill is different. Like I said, Autofill is about extracting meeting information and data from your meeting as per your configuration and have it sent across. But send notes is completely different. It's about sending notes to your contact or company. So when I click send notes, it's just gonna send the meeting summary to my contact or company. But when I click Autofill, based on your configuration, it's gonna send more richer data, specific data that you can extract from a meeting based on your custom prompts for custom fields or default fields extracted.

[00:27:33] Speaker 1: And also just replying what you just showed. Yeah, this applies with respect to if you go there manually and push automatically after enable.

[00:27:44] Speaker 2: Yeah, so retrospectively, you have to do manually. Like I said, you'll have to go here into your meetings, do the extraction on demand, just click Autofill, and it just happens within two to three seconds. It's super fast. But for new meetings, based on your rules, it just has the data ready for you like you see on your screen here. And all you need to do is just do a quick review and have it sent across, as simple as that.

[00:28:11] Speaker 1: And just before we start addressing the questions, let me just take over a little bit here, Chen. And I just wanna mention the part for your IT and security things that we care about that. The privacy and security have always been one of our top priorities at PowerPly. We know how sensitive this data is for your CRM or your deals, customers, and conversations. So everything from how our team works to how features get built is privacy first and security first. So we are SOC2 Type 2 certified, your data is end-to-end encrypted, no one access without your consent. It is never used to train AI models. So just to be very clear, this was a trend that we see recently on social media. So the idea is that we don't use anything to train any AI here. And HIPAA-ready, VA on enterprise, so even healthcare teams that sell with PowerPly, can also use SSO and granular permissions controls for who signs up and what they see. You can set up audit logs and data residency with private storage. We are all GDPR compliant on every plan. And one thing that people love that PowerPly respects individual privacy by design, so even admins can open a meeting that a user keeps private. If you wish, you can have a super admin, but by default, all meetings are private by default if you wish so. So our trust center has everything about it. I will just link here and in the follow-up. But now let's get to all the questions that you guys sent here, but keep sending questions, keep sending suggestions. And even if you missed any of the setup, which I will start with, is the question that they sent here about if this all can append or replace. Can you just go back a little bit and show how that works?

[00:30:23] Speaker 2: Absolutely, let me share my screen again. Okay, so here's the thing, right? Here is a sample contact in my HubSpot. I already have data here in my company name that says Zenova Webinar. So now here, I have most of my fields that says overwrite, which essentially means that if there's already something that's going to be existing in this data field, when I'm about to push autofill, that data will be replaced. But let's say I don't want that. So let's say for the sake of this example, I have company name and I change that to append. So when I have this configuration and when I push the data, let's say I am pushing something like Zenova Test. This is how the data would look like. So the existing data will not be replaced. The existing data will also remain along with the new data and it keeps appending going forward. So it's incremental and not replaceable. So that's pretty much overwrite and append and that's something that you can configure on a per field level when you do your autofill configuration. Per field level, on a per contact level, per company level and deal level. You can do that.

[00:32:02] Speaker 1: And Chen, when using with further integrations like a dialer, can it also get all the information? So from the dialer to Fireflies and then all that Fireflies got from the dialer can also push with autofill? Okay. So let me explain what autofill is.

[00:32:17] Speaker 2: So autofill is basically a function that allows you to push the data that you have in the data field Okay. So let me explain this. So HubSpot is a very unique integration here at Fireflies. So in Fireflies, we have two types of integrations, a push integration and a pull integration. So a push integration is basically one where you push the information like nodes or even Autofill CRM to that specific integration. It can be sending a node to Google Docs, sending a sheet to Google Sheets or sending data to your CRM. Then we have pull integrations which are basically dialers and even storage integrations where you can just paste an audio and Fireflies pulls that audio to transcribe. Dialers where you have RingCentral, you have Allo, we have a lot of other dialers like Dialpad. So that's a pull integration where Fireflies pulls all the calls and has them transcribed for you. HubSpot works in a way where we support both the dialer. So it's the only integration at Fireflies that supports both a push and a pull from a CRM perspective. So yes, to answer your question, when the data comes in from HubSpot, it comes as a raw call to us and it automatically gets processed. And let's say you have an Autofill configuration. The only information that we would fetch is from the call content itself for Autofill. It's not going to refer to any other field whatsoever. We will enrich that going forward with more information. But for now, it's just purely what is spoken in the call. So assume that you get a raw call from HubSpot dialer. It's available in Fireflies. We have some information in it. Autofill extracts that information. And now, if you already have a push configuration for your Autofill, you can use that to push it back to HubSpot. So it's a round trip. The dialer call comes to Fireflies. You extract the information. Autofill will help you review that information and you can push it back to HubSpot to keep it clean. That's how it works.

[00:34:13] Speaker 1: And a great question just came up here. So what is the accuracy? And I think if you can comment, Chen, on the regular field's accuracy and also the custom fields. And this was also something that you suggested for people to share more feedback when they're using it.

[00:34:33] Speaker 2: Got it. So that's a very good question. So right now, our models are super accurate. So rather than giving you a number that says, okay, it's 95% or 90% accurate, I can tell you the edit rate. So the edit rate, we really don't want people to edit information and have it sent across every single time, right? So even for custom fields, it totally depends on the prompt that you give to extract information. But for default fields, the edit rate is virtually null. So as long as the information is actually spoken in the call, you will be able to see that in front of your autofill review palette. So if it's not spoken, obviously Fireflys will not be able to find it. But let's say it's a rich conversation that has most of the details that you configured as you're seeing in front of your screen, you can very well expect that to be available in your palette. So we constantly improve the models as well. So as far as the edit rate and the accuracy is concerned, it's top-notch. If the data is spoken in the call, you can expect that to be available.

[00:35:45] Speaker 1: And another great one, if they need full admin access to set this up, or just regular reps can do them by themselves.

[00:35:53] Speaker 2: Absolutely. So right now, autofill is available for everybody with access to the integration you can connect. But that being said, the admin can still limit users from creating configurations. So as long as you are a regular user who has permissions to create configurations in HubSpot, you will be able to create a configuration. It doesn't require any admin permission whatsoever.

[00:36:20] Speaker 1: And this is the last one listed here, but everyone is free to keep sending here. Review manually can be too time-consuming. Do we plan to make this full automatically?

[00:36:35] Speaker 2: Okay, so this is in the cards. But right now, like I said, we are dealing with sensitive data. Let's say you have something like deal size or deal value, and that keeps changing, right? So when Fireplace keeps, you know, as and when you have calls based on rules, when Fireplace keeps automating that and have it sent across, the accuracy aspect is super important. So while we still bank on what Fireplace can do now for you, for v0 of this version, the MVP or whatever we have shipped right now, I think the human in the loop is absolutely necessary to, at least for us as a product manager, to assess how good is Fireplace being able to extract data for my customers? Is it imperative, like I said, in their workflows? So when I feel that Fireplace is doing an amazing job and when it hits that very low edit rate and it's in the single-digit numbers, and that's when I can, you know, help you with shipping automatic support for pushing this data. But right now, human in the loop is the right way to go. I totally encourage you to go try it out. Even if it is, I understand it is manual, it's not time-consuming. It's just a one-time setup for Autofill configuration. And when you go visit your meeting notes, you can just do a quick review and send the process. It takes less than a minute. So human in the loop is the right way forward, which is what we believe for the initial version of it. And when we feel that it's time to make it automated and we hear that people are really confident about what Fireplace can do in their CRM, because otherwise, I mean, if I have to be very honest, let's say you have like multiple calls, it might be very spammy as well in your CRM when we automate it, unless you have a rock-solid Autofill configuration. So unless you get around the best practices, learn, get adapted to the product, I think right now human in the loop is the right way to go. But yes, that's in the cards, but we'll come in the near term.

[00:38:35] Speaker 1: Then again, most part of where you're spending time is actually feeling this, getting the context and adding to the deals. A single click to review would already save you a lot of time. Yes. And just because there's still some confusion with this, can you show on screen how it works, the setup for permissions and privacy for enabling Autofill?

[00:39:05] Speaker 2: Okay, so here's the thing, right? So Autofill CRM is completely decoupled from the team integration. So let's say users, the admin has enabled the team integration. So let's say I am an admin, I have enabled team integration for Pedro. Pedro will now see the nodes side of things, where he will also see the configuration that I pushed for nodes whatsoever. But for Autofill, even if I as an admin has created a config, he will not see Autofill configuration here, but he will see something that says, create his own Autofill configuration. That will be on top of the admin's account, which see for example, the admin's account, when I enable team integration, my account will apply to the entire members of the workspace. It's not just the configuration, it's my token, it's my OAuth credentials whatsoever. So my token is now applicable for Pedro as well. So he can piggyback on my token and he will be able to create an Autofill configuration. So the admins also have complete flexibility to stop users from creating Autofill configurations. But at the same time, we've made it explicitly something that users have to configure because when an admin creates an Autofill config, it is applied. You know, everybody would start seeing the Autofill review and send palette in your workspace. And when let's say two people or even three or four people, let's say you have a team of 20 people and let's say that 10 people see that and all 10 of them click Autofill. Imagine the kind of overhead that you will have when you don't even know who sent that data to the CRM. So that is why we made it completely individual configuration, even though team integration can be applied for your nodes configuration or even your token level. The Autofill configuration, even though it can be applied on admins token, it needs to be created on a per user level. I hope that you understand. So we will also give detailed documentation on how this works. But just remember one thing, team integration is just for putting your nodes. So even if you enable team integration, everybody from your team will have to create Autofill configurations on their own. So connecting to this and disconnecting HubSpot will depend on what the admin has done for you, right? So if the admin has enabled team integration, you don't have to connect to HubSpot again because the admin has already connected that for you. You just need to create an Autofill configuration. So that's how it works.

[00:41:47] Speaker 1: Thanks, Shen. And whoever asked the question here, just let us know if that confirms or if there's any further questions about it. And just to double down as well on the pricing. So whenever it pulls information from a meeting, it consumes one AI credit, right? Or is there any details other than that?

[00:42:08] Speaker 2: Yeah, I mean like any meeting for whatsoever, unless and otherwise it satisfies that rule. See, like I said, right? So if I have a rule here that says all meetings under add rules. So if it satisfies that rule or you go to a retrospective meeting and you just do Autofill on demand, we will not charge you. So that's how it works. Even if it does, it's one AI credit per meeting. For example, it only does for meetings in the future that satisfies the rule that you set here. And also for retroactive meetings where you go into that meeting and you do Autofill on demand, that's when we charge you. And unless and otherwise we will not charge you.

[00:42:57] Speaker 1: And just one question that is not here. But how does also relates with AI skills, Chen? It is together or AI skills are apart from Autofill? Because AI skills can also push data insights to HubSpot and the deal, the company in contact, right?

[00:43:18] Speaker 2: Yeah, it's a good question. So AI skills is... Let's look at the difference, right? So AI skills takes a look at your entire meeting and it's basically just one prompt to extract information and have it sent to your CRM as a note. So one thing that everybody needs to understand is AI skills is very powerful. But at the end of the day, when it gets sent to HubSpot or Salesforce, it goes as a note to that contact company or a deal. But Autofill CRM, every single field here is an AI skill of its own. So it has its mini prompt that works to extract the information and it not sends the... And one thing that everybody needs to understand, it's not going to send this data as a note. It's sending this to the actual HubSpot field that you have in your CRM. So AI skills, one single prompt extracts information, sends it to your CRM as a note. Autofill CRM, tons of fields. Every field is a mini prompt. The data gets sent to the actual field in HubSpot.

[00:44:24] Speaker 1: Yeah. And just double-dogging HubSpot and Salesforce. We have a lot of HubSpot users here, but it also works for Salesforce. I actually sent the guide here in the chat. I will send again, but be sure to save for later. And Chen, going back to the settings, because I think there's still some questions with that. So if admins and users will have a conflict by having different autofill configurations or how that works?

[00:44:58] Speaker 2: Yeah, so that's the thing, right? So autofill configurations are very personal. So imagine this, right? So even this could be a problem, but the bigger problem is admins' autofill configuration applying for the entire team. So imagine that. When the admin creates an autofill configuration and that applies to the entire team, everybody sees that. Let's say you have 20 people in the team, 20 people see that, 20 people push that. So that's going to create a huge mess for you. So you can also limit that if you don't want it. So by just going into team options and just enabling this, where non-admins cannot create a configuration, not just autofill, but even integration configurations as well. So that's how this works at the moment. So we've made this very conscious decision to avoid any sorts of confusion. So I think this is the direction that we want to go, but we'll keep evaluating this, see if there's a use case where an admin can apply an autofill configuration and we can maintain a proper audit trail in who gets to send the data to the CRM. And then we can think about having this on part of the team workflows.

[00:46:06] Speaker 1: Also sharing here in the chat, our previous webinar that was all about the integration setup. So showing all those configurations, whenever you have a meeting or a call with someone that is not only CRM still, what happens, how to filter. So all those very little details, you can check our integrations webinar, it will cover everything to avoid any confusion or wrong setup. And I think we are all out of questions. So Chen, we also don't see any suggestions here, but what's next for autofill or what are the plans to go further with that and make it even easier for them?

[00:46:57] Speaker 2: Okay, so as far as autofill is concerned, we have some exciting things as part of the roadmap, both horizontally and vertically. So horizontally, what we want to do is we want to like someone asked the question where they wanted to automate it, we wanted to make sure that the accuracy is on point so that we can confidently say, Fireplace can automate it. The other aspect is we are working on a lot of optimizations in terms of how we extract the data. So the next immediate release that we have for autofill is Fireplace should automatically understand what are the common fields that you usually fill for your contacts, companies and deals and present that for you when you create your autofill configuration right at the start. So when you do that, it's just people just do a quick review and just click save and we just save a lot of time in the configuration going forward. That is something we are optimizing. And vertically, we want to expand. Oh yeah, and also horizontally, we want to expand this to more CRMs. So CRMs are the number one category that we have for indications here at Fireplace. We want to expand this to a lot of CRMs like Zoho, Atio, Affinities, you know, Close, Pipe Drive, whatsoever. So other CRMs are coming soon. And vertically, we want to expand this to other use cases and not just CRMs. We want to do this for ATS, especially for the recruiting space. We want recruiters to be able to fill scorecards whatsoever and do it from there. Yeah, so these are immediate things that we have as part of the roadmap.

[00:48:28] Speaker 1: Glad you're here. And also that's coming for other products as well. And another question came in, but how long does it take? So I've sensed that a lot of reps, they close the call, everything's still fresh. So now they ended in the very same minute they want to open Fireflies, see the meeting and review everything. So how long does that take to fill?

[00:48:57] Speaker 2: Okay, so two things. So I uploaded this call 7.46 PM. I got the notification from Autofill that it's ready by 7.48, two minutes. That's when the transcription is ready. And when you review and send it, it's instant. The moment you click Send or Autofill, within two seconds, you can find that available in your CRM. So that's what it takes.

[00:49:26] Speaker 1: So they have just a minute to take some water and then go back to reviewing stuff. But yeah, thanks so much everyone for joining. Again, if you have any last questions, feel free to drop here. But here's one thing you can do today. And it's just a few minutes. Connect your calendar, your CRM, turn on Autofill, set one rule so it only touches like external calls so you avoid just mixing up internal data with your CRM and switch on any AI skills as well. I show here how to build one in the chat. You can try it. And remember, you're gonna get this replay in our community, in the resource library and by email. Just because I saw one last notification here, but feel free to keep it sending. So again, with the admin settings, if they are the admin and the team member has a different setup in Autofill, can they correct that while reviewing and push above or override what the team member set up?

[00:50:40] Speaker 2: Okay, so for v0 at least, you will not be able to see other person's Autofill configuration or them seeing yours. So we wanna bring in more controls as in when the feature develops. So right now, it's just that the admin can do two things. Prevent users from creating Autofill configurations and if they are allowed, they will be able to create individual configurations and everything is very exclusive to each other and nobody will be able to see each other's Autofill configuration. That's how it works. But this is something that we are looking into where admins get complete visibility into the Autofill configuration. But yeah, for now, it's just mutually exclusive. Nobody can see the PR's Autofill configuration.

[00:51:26] Speaker 1: Just to end here, thank you Francisco and everyone who joined today. Again, I'm gonna share everything in the community later in our resource library. Feel free to check our previous webinars there as well. And wait, we got a huge question here. So IT help, let's do it this way. When I post a recap, post your questions, we can keep the discussion in the community. So you can either use the ask the community or recap posts, drop your further questions there and you also get everything by email or chat. Do you wanna take a quick look and see if we wanna address already?

[00:52:10] Speaker 2: Okay, just give me a moment to read it. Yeah. Okay, so this is more of a best practice which we can share offline, Pedro. But absolutely, IT help folks, we can get that for you. We can share it as part of the community. We can share some ideas and how we can get this sorted for you. But these are something that you can, based on the usual notes, Pedro, we can get that done.

[00:52:39] Speaker 1: Sounds good. So yeah, everyone keep the discussion. You can use ask the community or the recap posts in the resource library. It will be live later today. We can answer any further questions and see you all also in the future events that we're gonna host. Next one about the intelligence which can also help sales managers. So thanks so much, Jan, for another great demo and webinar today and looking forward to see you all in the community. Thank you, folks. See ya, have a great day. Thank you.