Cómo crear AI Skills en Fireflies y automatizar reuniones (Full Transcript)

[00:00:11] Speaker 1: Hello, Cristian, Karthik, welcome. Just setting up everything here. Hello, Pedro. How are you today?

[00:00:28] Speaker 2: Everything good here.

[00:00:32] Speaker 1: How are you? I'm good. I'm good. This is my first Ops Hours here, so we're bringing this back. I have more sessions like this. Just setting everything up here, spotlighting some prompts, I'm going to wait a few minutes for more members to join us. I think we are live. Let me open the Q&A here. I believe my connection is a little bit slow today, possibly, but I think we'll manage through. Q&A is open. I'm going to give a couple of minutes and then we can get things started. I think apart from the Firefly scene here, we have Cristian. Welcome, Cristian. We have Cristian and Christina. Cristina is from.

[00:02:30] Speaker 2: It's Cristian. Sorry, I was in the middle of that. Hello.

[00:02:34] Speaker 1: No worries. We have Cristina from our team here, who just joined, I believe, last week or so.

[00:02:42] Speaker 2: Correct.

[00:02:45] Speaker 1: And we have our lovely CSFs here as well, helping me today in the session. I'm going to give a couple of minutes, two minutes more or so, and then we can get things started. And then more members will join throughout. And if anyone wants to drop already the workflow you plan to build today, Cristian, feel free to send in the chat. We can build it together later. Also let us know if you are already using AI skills. We have set it up. A lot to know. With that, I think I can close here. I don't know if you all can hear my cat. He gets a little bit sad when I have to remove him from the office. Yeah. Welcome again, everyone. I think we can get started. And if more members join, we can go back here and answer any future questions. So, first, this is Ops Hours. This is a session that we are bringing back. And we're going to have more of this. We have our webinars back. We just posted one about admin settings, privacy, and compliance last week. So, Ops Hours is a little bit different. We're going to address a topic. And it is more like a workshop where we're going to build it together and be more question-based than our webinars, which we also address questions. But this is a more interactive session. So, this one, it is focused on AI skills. And here I'm saying build your first, but it can be also build your best AI skill. I'm going to share some tips. And we are also going to share some live examples. So, an AI skill is a way for you to turn your meetings in action. So, after every meeting, you can set up a skill and pull that data into your CRM or any task tool like Slack and more. So, what we'll cover today is what a skill is, how to build one, or how to improve one. And I'm going to leave time for Q&A. So, it's a very lean and simple session today. And be sure to open your Fireflies in another tab. And we're going to build it later here. Also, as I mentioned, feel free to drop already here in the chat any workflow that you think to automate after your meetings. Or not only after your meetings, but I will show how to have like a weekly summary or monthly summary of everything that is happening that is connected to your Fireflies account. So, as I mentioned, a skill, it is a recurring workflow. It is whenever something happens, you can add a result and action after that. It's not a one-off summary. It's something that you can set to run after every meeting that matches. So, not after every meeting, but based on a criteria that we're going to show here today. So, something that I use personally, it is a follow-up task. So, skill that I set up. So, after every meeting or after every meeting across my organization that mentions either Pedro, my full name, or anything similar to Pedro. Either that or community, since I'm the community manager. I get a notification in Slack saying, hey, this was mentioned. Here are some proposed follow-ups that you can do and actions that you can do based on what was discussed in the meeting. So, even in meetings that are not present, but of course, it is public, then the private, it is open to everyone. I will get an action that I can follow up later. Just an example, I will share more here. And great question, Kristen, if I'm seeing here in the chat. If skills are additional costs or including or pricing, I will address this later, but it consumes AI credits. So, it is not based on specific plans or costs, but it consumes AI credits. I will show how that works and including that you have free AI credits that you can use to test your skills. And then if you want, you can just purchase more credits. So, by the end of today's session, we're going to have built one skills that pulls meeting data to any desired tool and test the first output. So, again, I'm going to go through a short live demo. I'm going to build one skill end-to-end and I'm going to integrate that to any connector. I have some here, email, Slack, but you can choose as well. You can drop here in the chat any that you prefer, and we can go through that as well. I see more members joining here. So, Sabrina, Megan, welcome, welcome. Glad to see you here, Andres. If you have any questions, feel free to drop in the chat or here at the bottom, in the middle, you have a question mark. You can drop your questions there. I will address all questions later or while we go through. And if you wish, I already dropped your preferred workflow that you want to automate based on your meetings, and we can build that together later. So, let's start with the demo and build one together. I'm going to tour where AI Skills lives, some examples. We're going to work in the prompt, one of the most critical settings for you to build your skill. We're going to connect to an external tool and then do some tests. Sounds good. Again, if you already have something in mind that you want to build, drop in the chat, and we can build it together later. So, let me just stop sharing this screen, and I'm going to open my Fireflies app. Be sure to also open yours. I'm dropping here just to facilitate that for you, but I'm sure you have that bookmarked on your end already. So, let me now present this tab. So, we have our lovely dashboard here. You're going to find AI Skills here on the left sidebar, and here we have the full directory. So, what you can do, you can either search and prefer skills or things that you wish to automate or based on different areas. So, marketing, sales, education, customer support, whatever job role you have or area that you plan to improve and automate in your company. You can use any of the defaults here, but we are also going to create one from scratch. So, in my case, I'm under marketing, and one that I use is the testimonial generator. So, I have it set up to run for every customer meetings, trying to find great testimonials when anyone has a public call with a customer. So, you can see here some options to enable, to try the skill, or to edit before enabling. So, let's go through the settings first. So, let me edit here. So, here, just a general overview of each settings, and then I'll go to the details about each. So, we have instructions where, again, we can customize here. I'm going to share later some tips and a custom prompt for you to add here if you want to build from scratch. Then, we can set the schedule, if it is this per meeting, the most common use case, or daily, weekly. So, as I mentioned, I have my custom AI skill, if you missed it, to send me follow-up actions based on any call that mentions my name, and this runs daily. So, every day, it will run daily, send me some proposed actions based on meetings and discussions that mention my name or community. Or, I can set up a weekly. So, the weekly one, it is very common for sales managers. So, if you want to understand everything that is happening through all sales calls, you can set up a weekly summary that gets sent to Slack, to your email, or even to a HubSpot document, where you can understand the main questions customers are asking, how I score a card for each sales rep. Or monthly, here we also have a monthly one that runs through all customer-facing public meetings, and gives me the main questions and some proposed resource formats. So, based on the most mentioned questions that they have about Fireflies, we have a monthly summary saying, hey, this is some resources that you can build, these are some formats that it is best for those questions. And then, I can plan next webinars. This session was done like this. Any other type of guide or tutorial. So, I have these monthly slides of what you all are looking for. And then, we have the output type. It can be either text or chart. Again, most common are text, but you can also use charts. And the visibility, who can see the output that it creates. If it is only for you, your teammates, or you can specify user groups. If you're not using user groups, we just hosted a webinar that you can find in our resource library, that I'm dropping here in the chat. Wait, let me, my connection is not great. I'll drop, it will show up soon in the chat here. But you can go there in the community resource library. So, we hosted a webinar that goes through about creating user groups, why user groups, how to set up different privacy and access based on user groups. So, here, as an example, we have here, Pratt, AppShack, and more from the CS team, CSM team. And then, we have one just for them. So, you can set the output just for CSS. And here, you can choose to run in your meetings, all workspace meetings. Like I mentioned, if anyone mentions my name, or all workspace meetings that is customer facing. Or you can set up custom, just like rules. If you are not familiar with rules, I will also suggest watching the webinar in the resource library, where we go through into details about rules, privacy, access, and especially the rules engine, where you can automate many things. So, do check that. The recap is that, I think I have now the link here. It is still loading for us. Sorry. Again, some will be there in the chat, but you can check in the community. So, you can use many filters, like meeting title, host, participants, or even meeting type, if it is internally or external. So, you can customize when this skill will run, and who can see it. Then, also later, you can choose if the actual skill, not only the output, is visible only for you, teammates, and user groups again. Also, you can choose the model, where it runs. And to address Christian's question here on how much it costs, the model will also count on the cost of the skill. So, every run, so if you choose run skills on my meetings, so we had this meeting here. After this meeting, the skill will run, and then it will consume one credit. But if you choose more advanced models, it will consume up to five credits. So, we enable three credits for you to test. I believe this is 100 credits, or sorry, if you can confirm to me, it is either 100 or 200. But let me know in the chat. And then you can test and see before you set more general criteria here, but I will show you how also to preview before enabling. And here we have the integrations. So, you can easily connect email, so the output goes to your email, or to your CRM, to Notion, any productivity tool that you have integrated, or to Slack. I personally use mostly email and Slack, but for sales and anyone working with HR, you can also automate that. I will show you some examples, but one also on a webinar that we ran, it was automating candidates' scorecards to the ATS. So, whenever HR had a meeting with a candidate, it would automatically send their scorecards to the hiring system that they have. Again, you can choose many others here for all integrations that we have. And then we can select here to preview. So, let me get... Let's see if I can find a meeting you had with a customer. Let's try this one. And you can create instructions and preview before enabling. So, let's see the output here. So, this is for a testimonial. Maybe you won't find, but again, if you have any desired workflow automation or outputs that you are looking for to have based on your meetings, drop it in the chat. We can live test that. So, there you go. It actually has a good testimonial here. So, this is the output where we will be able to send by email, share to a Slack channel for testimonials, or just connect this directly to the customer section in HubSpot for that customer. So, let's... So, these are all the settings that we have, and we have all the custom ones here, all the default ones. But let's create a skill from scratch. And you can see here that PowerPlays can help us create. Again, let me know if I can drop any live example here, or I can just fetch my own. Yeah. I see some people typing, so let me see just in the chat. Thanks, Sai, for mentioning about AI credits. So, you have up to five credits to test. Thanks. Yeah, so, can we do a scoring for calls done by your sales team? Yes. So, I will actually just precisely copy and paste that. So, let's do a scoring for calls done by the sales team. Let's hit next. So, you can see that is very basic. So, let's just get this and see... Oh, we need one more. So, let me get this. And preview based just on a very simple instruction. Since we are previewing two, it might take a little while, but let's check. There we go. So, it is a very simple output or a very simple instruction. But what I would like to go through, since we are building a custom one, it is some best practice for the instruction. So, let me open it here and we can go through together. So, first, as you were able to see, better outputs and better skills comes from better instructions. Again, your workflows will depend on the instructions and it will decide how reliable that workflow is and what kind of output it generates. So, the first thing as a tip here is the role. Based on Pratt's example here, I just dropped the risk scoring calls done by our sales team. This probably is towards more a sales manager. So, you can see act as a sales manager, specialize on reviewing sales calls. And what's the objective? Like what it should produce? So, it should produce a scoring based on X, Y, and Z criteria. And the silos, like you have how it should act, what it should produce, but what it should use for that. So, it should look for pain points, decisions, next steps, and main terms used, things like that, and use that. And one of the main things that a good prompt and a good AISQ output use, it is rules. So, what it should avoid, not only what it should generate, what should look for, but what should avoid. Like use only what was said, don't avoid any parts that are specified, or like the one that I mentioned, like it should only produce an output that whenever someone mentions my name, I'm not interested in any follow-up, any meetings that I wasn't mentioned. So, you can use that as a rule. And of course, the output format should be bullet points, email drafts, CRM notes, and what should make it useful? Like, what do you expect from the output? Should be actionable, specific, ready to send somewhere. So, I even created a prompt, like I have too many tabs here, that if you wanna try now, you can use this as a template. So, if you don't know where to start, I'm dropping here in the chat, a template that you can use in the AISQ instruction. So, let me now share back here and let's build a better one for scoring sales calls. So, let me drop here and let's act as a sales manager analyzing FireFive's main instructions for sales manager for scoring sales reps meetings. All it in. So, your goal, and this is very simple, but just to walk you through, you create a score for sales reps so they can improve their calls. Analyze the meeting, instruct, pain points, main challenges, roadblocks, objections, and I will go through this here. In the output format, it is a score from one to 10. Main topics, suggestions.

[00:28:15] Speaker 2: That's good.

[00:28:18] Speaker 1: Recommend the next step is a single key factor for them to improve in the next step. And you can see when we change here the instructions, it shows us regenerate preview. So, let's try that. You can see the template here in the chat. If you try it yourself, I will also add to the recap later when I post in the community. Just sip some water here. And there you go. So, we have the score. We know the main pain points and challenges from that meeting. The objections, even when there's no explicit one, it shows main topics, the suggestions, and a single main recommended next step. So, now I can choose the schedule, if it's permitting, the output again, we should see it, and when it should run. And now I want to integrate that with Slack. So, if I click here, so all integrations works fairly similar one to another. So, I'm going to choose the channel. And here is just a first message that shows for you to understand what this Slack message is about. So, this is your latest meeting score. Let's save it. And let's create the skill now. So, when you create a skill, where are you going to find it? So, you have it here. So, you can see your skills, your team skills, any that your team set for teammates will show up here. And we have here by latest, but you can still filter by category, schedule, who created, and who it ran for. I can see here, you can delete, you can customize, you can change it at any time, you can edit, you can integrate and connect more tools. And here you can see all the others that ran. So, you can see for all skills that you have enabled, all the results. Let me go back here. So, after you connect, you can go, you can go in integrations, see your connected ones, and you can see, whoops, that helps a lot, sorry. Connected, and go to Slack. And you can see here, all skills that are connected. So, you can see here, our sales rep mini analyzer. And you can also edit here, channel, and the message. So, let me show you now outputs, not for that one, but when you, let me change my screen here. So, when you integrate, you can see here that Slack conforms to me, that I have successfully installed that AI skill. And here are some examples. So, as I mentioned, the one that I set up to follow up, this is the message that we set up. So, things to follow up, and here it would show the one that we built. This is your latest meeting score. And you can see everything here in the thread. So, this is what it looks like when you integrate a skill. Let me now stop sharing, and let's just recap about the instructions. So, again, as you can see here in the templates, be sure to set up a role, a goal, what it should look for, any rules, what it should do and what should not do. Select the output format. We have there text and chart, but the more specific that you can be on what you expect, go there and select and write, and what you expect as a good output. Or if you don't wish to overcomplicate, you can just go simply here in our whole directory and discover any that fits your workflows or search. You can even see here the most popular ones. If you're not sure, just go ahead and try one of the most popular. But let me stop for a minute and handle back for you all. Let me know if you have any questions or if there are any workflow or setting you want to go through. Megan, Anais, Andres, Leander. Let's just give it time or just drop in the chat any questions that you have or any preferred workflows. Just to be specific again about AI practice conception. So you saw, and if you missed it, I can go back. It depends on the model that you run your skill in. So it can consume one to five credits, and you're going to have 50 free credits for you to try your skills. That after you preview. So previewing an AI skill while you build it doesn't mean that you're consuming credits. So you can do that in actual future and live meetings. Spending the 50 free credits. Not seeing any questions. Maybe I explained so well that you guys don't have any questions. But feel free to still keep dropping questions here in the chat or in the Q&A or again, any workflow you wish to build and automate in your workspace. But some four tips and mistakes that we usually see that you can also improve in your settings. First thing, treating a skill as a one-off. So for that, we have our summaries, our transcripts. This is best prepared and built for having this one single output. So think of skills, something for you to remove from your daily tasks and workflows. How an ASQ can make something that you do every day, every week, after every meeting easier. So think of a skill like that and automate based on your needs. And I sent the prompt suggestions here that's in play. But do not over-engineer. Start with the simple instruction you saw. I just copied Pratt's chat here and it already generated an output. But you can keep improving. So don't wait for it to have the best output, the best skill setup. Just start with a simple question or a simple workflow and improve based on actual live outputs that you receive. So whenever you get an output, say, hey, this is not helping me. Let me go there back on the switches. But don't wait for anything to be perfect to start using the ASQs. And, of course, the best thing for ASQs is connecting, integrating with more. So as you mentioned, connecting your CRM, connecting your ATS, connecting everything that you have that you use as tools, like Notion as well. And with that, it is where ASQs have the true power and value. So be sure to keep going over this. But be sure to think all tasks and workflows that we have daily, updating CRM, briefing marketing for social media posts, knowing what's the main support issues, things like that, and see where it connects with your tools and integrate with your ASQs later. And just to be sure that everyone understands the credits consumption, it consumes AI credits based on the models. The most common one, one credit per run. So if you set up for every meeting and you do four meetings per day, you're going to consume four credits every day. If you set it weekly, it will run once weekly, and it will consume one credit for that run. I see some questions here. So Andrew is asking if you can use queues to get information for meetings, can you automatically send it to teams like an email? Yes, precisely that, Andrew. Let me go back to that. I just set up an integration that sends to Slack. But for, wait, let me open, get close that tab. That's okay. Let's use this as an example. When you build your ASQ, or even when you get a default one, you're going to see here integrate. So you can select email, Slack, or any other tool that you wish to integrate like teams. So as an example for Slack, you're going to choose the channel. And the message, I can show you again, but it is just a note on the top of the output that says, hey, based on your last meeting, here's the output, or here's your weekly sales call summary. Let me grab the second one. And sending to, if sending to all these places consumes more AI credits, no, it runs for base on when you wish it to run. So, yeah, so I just mentioned here. So if you send to 50 other tools, it will still count only when you choose to run your skill on. So in your meetings, if you choose to run on all Workspace meetings, be mindful about credits consumption. So if your team holds a lot of meetings like ours, I will assume easily more than 20 every day. So you can consume your credits very quickly. Great questions, Andres. Do you wish for me to show any specific integration? I chose Slack, but I can do email or teams. Let me, since you mentioned that, let me also bring back the output here. Keep opening too many windows and tabs here. So let me, I think I have the right one. There you go. So as I mentioned, you're going to see here when you integrate, you get a confirmation that it was successfully connected. And this is my daily, my daily skill recommender. And here things follow up. This is the message that I mentioned when you choose in the settings. So this is my skill that I have whenever someone mentions my name or the community term. Did you hear? Do test it and let us know how it goes later. Yeah. So let me see. I think if there's any other here. And the last thing, I went fairly quickly in this part here. But since you're going to test, since Andres you mentioned going to test, be sure to check the feed here. So not only you can check the outputs in email Slack, but you can also see here for everything that it ran. You can check here. You can use X thread to ask things about this output. You can manage all your skills here. So if you go in AI skills, you can see the active skills. You can search. And then again, there are more filters here. We ran for and schedule, and also you can sort. Well, that's it. Our overview on AI skills, how to build one, how to connect to external tools. And I will now either open for more questions, not only questions, but if there's any workflow you wish for us to do it live, let me know in the chat. Otherwise, I would just appreciate and thank for everyone joining today, but I will give it another minute. While I sip some water here. And again, I will drop the templates in the recap for the instructions output. And be sure to check our events. We're going to have more of the sessions here and more webinars coming up as well. Oh, I forgot to drop the link. Wait. So the webinar that I mentioned about how to set up meeting, how to set up meeting privacy, user groups. So all the things that you can add in the AI skill output settings, be sure to check the webinar that I sent here in the chat. It should show up in a minute or so. And if you have any questions about meeting access, meeting privacy, and user groups, we went through a full detail breakdown and live settings. Well, I don't believe there's no further questions then, and I will then thank you everyone for joining today. Hopefully to see you all in the next events and office hour sessions. It was great and lovely to having you. Be sure to check all the resources in the community. Thanks so much team to help me today here in the chat with the questions. And see you all. Thanks so much, everyone. Have a great day and see you in the community. Bye-bye.