How AskFRED Turns Meetings into Actions in Fireflies (Full Transcript)

[00:00:00] Speaker 1: And we are live. Already seeing some folks joining. Welcome, everyone. Manuela, Eric, Maggie, Jeff, Kristen. Welcome, everyone. So glad to have you all either back here for another session or welcome if it's your first time. Feel free to drop in the chat about you, where you're joining from or any ideas that you have for not only the session, but how do you plan to use RAD. Maggie is joining from Nashville. I'm going to give a couple of minutes for more members to join. Jessica, Monica, Sophia, Jen. Welcome, everyone. Jeff, Becky. Jeff from Little Rock, Dallas. We always love to see an international customers here joining us and people live together. Welcome, everyone. Jennifer, Joseph, Lauren, Kenny. Just giving a couple of minutes for everyone to join and we can get things started. While that, feel free to introduce yourself here in the chat. Tell where are you joining from. And if you already have plans for this session and for FRAD as well. If you're using, love to hear from you all if you're already using FRAD and asking questions. Just another minute and then we can get things started. Let's see. Some team members here. Hey, red one. Some more folks from our team should be joining the chat as well. Let me close this. But feel free to keep dropping here in the chat where you're joining from. If you're using FRAD already and how, just in a short sentence, one line, or how it better fits. Yeah. With that, I think we can get started then, Jen. Welcome, everyone. So this is another set of sessions for Firefly's AI community. I'm Pedro Hernandez, the community manager. And I'm joined today here with Chen, our senior product

[00:03:11] Speaker 2: manager. Hey, folks. Super happy to have you all here. And I can't just wait to show you the capabilities of FastFRED. Yeah. So I think get started right away. Thanks, Jen. And I'm just

[00:03:25] Speaker 1: seeing here Monica saying that she can't hear. Oh, she cannot hear. So I'll just chat here to reload the tab, the page. If you have it open, just try reloading. And it should fix any audio issues. But I believe everyone can hear. Yeah. So today we're going to talk about AskFRED, our system here in Firefly's where you can ask anything and everything about all your meetings and everything that you have Firefly's connected to. So the reasons that we are hosting this is because most people only use AskFRED as a search box to search things. But we want to show today all the places where FRED lives, how you can get an answer faster, a better answer, and what you can do beyond just asking simple questions. And Chen here is going to demo everything on a real asset directly in Firefly's. And I see some people are already dropping here. So Jessica has a great use case here to get testimonials. That's amazing. We also use this FRED here. Communities under marketing. So we have not only AI skills, but we constantly use to fetch some great testimonials, so great use cases. And more people are saying that use AskFRED in meetings because it sums up the important stuff. Yes, you can also use it live. We're going to show it. You can use it together with the Livases, but during the meeting as well with the Chrome station and more. With that, what we're going to cover today then is precisely where it lives. We're going to show you a demo where in all the places, how you can ask things. And then we're going to go beyond answers. How you can create tasks, drafts, how you can connect with skills, and just give them later some tips on how you can improve what you're asking, how you can improve the scope, how to ask questions, and how credits works. Then we're going to open for Q&A. But feel free to already drop here in the chat any questions and in our Q&A feature. So there's a question mark icon here at the bottom in the middle. So you're going to see there. Keep dropping your questions there. Or no need to be a question. If you want to see any use case live, just drop there. Hey, I want to see AskFRED do this. Drop there. We can demo it live. And the goal is if you don't know how to use FRED by the end of the meeting, by the end of the session, you're going to create a few simple habits. So you can use daily. So you can have better answers. And for you to avoid any the reply was slow or you fetched the wrong meeting. So all this mostly comes on how you are asking. So we're going to help you with that and how to leverage FRED the most. But first, where it leaves, Chan, if you want to take over and go through all the places where we have AskFRED now. And then you can go ahead with the

[00:07:00] Speaker 2: demo later. Absolutely. So first of all, once again, welcome everybody for this demo. I can't really show what FRED can do. Over the time, we've improved FRED to become imperative in your workflow. A lot of people here are using FRED in the right way. I'm happy to see a lot of people sharing use cases where it really helps them in their workflow. But there are certain other features that can really take your workflow to the next level, which I'm excited to show you. But before that, I wanted to share a bit on the surface areas, which is where does FRED live? So the first, obviously, is the Fireplace dashboard. I will shortly walk you through the areas where you can access AskFRED, ask questions whatsoever. Then we also have Slack. So our Slack bot not just is used to get notes from your meetings, but you can also ask questions. You can just talk to Fireplace. Just tag Fireplace and ask questions about your meetings. Tag Fireplace and ask stuff like summarize your Slack thread, summarize your Slack channel. So our Slack assistant, as we call it, is nothing but an advanced version of FRED that can actually execute a lot of tasks for you within Slack. So feel free to try that out. And we also, of course, have the desktop app where you can access FRED. And we also have our standalone website, FRED AI, where you can use that as a lightweight solution to just talk to FRED, which is also a very handy solution. So with that being said, I think we can just jump right into the demo. Pedro, if I may share my screen. Oh, yeah. So just giving you a teaser on what you can expect, so where you can expect FRED to be in the notepad. We can go through some sample queries like asking a recap of a meeting, finding things from your meetings, turning that into emails. So all of these are sample use cases that you can actually do within FRED. So I'm happy to show that as part of the live demo. So, yes, with that being said, I'm just going to quickly share my screen. There we go. Okay. So a lot of you might be surprised to know that there are a lot of areas where you can call FRED. So I'm going to start with the home screen here. So you have FRED on the right-hand pane, but also you can switch that into a floating window, as you can see here. So this is something that's available. So from here, you can just access FRED where you can ask questions whatsoever. And this is the most easiest way where you just go into Fireflies, you see FRED on the right pane, or if you like the floating bar, you can turn that into a floating bar. We also have a dedicated section for Ask FRED now. And something that we introduced lately is super quick access to FRED, which is Command J or Control J for Windows. Just hit Command J and FRED opens and you can simply use that to go over all your conversational history, use the full screen experience whatsoever. But there are other areas where you can also use FRED, which is the meeting notebook. So you have the exact same experience here. And also, let's say you want to use FRED for a very targeted meeting, you can simply go into a meeting here. Okay, this is a test meeting. Okay, here's an actual meeting. So you can see that FRED opens up and your right hand pane. So the right hand pane for FRED that opens during a meeting, when you're viewing your notes is scoped completely for that meeting. So you can use that to get faster answers to that specific meeting, perform actions whatsoever. So that being said, I'm going to go into the full screen experience to give you a better sense of what you can expect with FRED. So the basics, right? You can ask questions to FRED about your meetings. Or even the web or whatever you want. It's very similar to Cloud Chats GPT, you know, perplexity. So it has all the capabilities that you might find in any other LLM or model. So feel free to give that a shot. We've added a lot of new features lately, which is you can add images, you can actually go through your connectors. So we have tons of integrations here at Fireplace. So all these integrations can also be used as connectors, both to pull information and also to push tasks. I'm going to walk you through all of that shortly. And you can also use to change the model of your choice. And we've introduced a feature where a lot of people these days don't type. They use tools like WhisperFlow to just dictate what they have in mind. And for those who don't use WhisperFlow, they just simply use the native voice input options that the model provides. So we brought that to FRED as well. You can access these options right in the homepage and also on the right hand pane on the homepage. So yes. So starting with the basics, right. So you can ask questions about your meetings. So, for example, you know, what did I discuss in my last meeting with Mike? So of course, Pedro here has a huge playbook where it can tell you what is the best practices FRED has to ask questions about your meetings. But what we'd like to do is keep it conversational, just like how you would talk to, you know, a person or a LLM of your choice like Claude, right? So yeah. So we want you to go through that experience. So yes, for the Power users, Pedro can share the playbook later, but keep it very conversational. We'd love to see how FRED can actually be beneficial for your workflow and not being very rigid. So here you can see that I have two meetings here. It's asking me if, which meeting am I referring to? So every time FRED is not sure about something, it will ask you a follow up question. So I've just given a vague query. So on that note, I'm just going to confirm what I need. So like I said, right, so even if you're being vague, FRED has confirmation for you. So I'm just going to add a meeting with Mike. So you can also see that it's all automatically given the notes as well. For example, what I've spoken in that specific meeting. So you can get the notes. Yes, after your meetings. But if you want to ask specific questions that might have gone deeper into that meeting is something that you can use AskFRED for, which works really well. So as simple as questions, right? So when you keep your prompts detailed, it's really good, but don't make it too detailed. So that gets too confused. So keep it simple. But it's good to define the scope. For example, specify which meeting that you are asking about, specifying what time that meeting occurred, and what information are you actually expecting from that meeting. All these factors play a major role in giving you the best answer. So we'd love for you to try this out. So here, I can also use that to draft emails, right? So let's say I've met Mike, as you can see from the call. I can also say, Fred, can you just draft an email to Mike from what you discussed in the call? Email to Mike. And Fred would automatically generate an email whatsoever. You can just simply copy paste that and have it sent across as an email. You can find all your meeting history on the left-hand pane, so that your conversations are never lost. So the UI is very familiar to other tools like JADCPT. You can just use that to reference past information and just go on and have the conversation later. So you can see that it's also fetched Mike's email. And it's given a detailed email on what needs to be done. So let's say I find this email to be very lengthy. I can also ask Fred follow-up questions to make it more crisper. I can just say, keep it crisp. And Fred will automatically trim that down whatsoever. So I want to show you more advanced stuff. But however, I need to go through the basics for those of you who aren't familiar with Fred. So you can see that it's trimmed down the email. So this works for me. I'm just going to copy this by simply kicking the copy icon. And I'm just going to paste that into Gmail and have it sent across to Mike. So there are some features that I want you to make note of. You can see this, the feedback options. So if you feel that response is good, feel free to drop a like. But if you do not like the response and you feel that Fred needs to improve, feel free to drop this as a feedback, which is a dislike button. So that immediately flags the back-end team. And we'll get in touch with you. And for example, you can also choose if you want to share that specific response to Firefly. So we get your queries and also the response. And that helps us troubleshoot and make Fred a better model for you going forward. So feel free to try that out. And even if you have any feedback, do the dislike or the like if you like it. We'd be happy to keep improving and getting on top of it. So there are other aspects to Fred, which I will show you right now. So like I said, you can add attachments to your queries. So we can just go through skills first. For example, we have skills options. So you can run your skills right from Fred. For example, let's say I have a skill. So to give you a quick background on skills, so skills are custom prompts that you have in Firefly that can be either recurring or on-demand for a specific meeting. And you can use skills to extract specific information from a meeting and not just the notes. So for example, I have something like meeting sentiment analyzer, which is a skill that is used to analyze a specific meeting and give me a response that basically scales the sentiment of that meeting. So I'm just going to say I'm just going to tag that skill. But you can just simply add the slash here and search for the specific skill that you might have in your library and ask Fred to run that skill on top of this meeting. Can you run this skill on the meeting? And you will get an output, as you might have seen on that specific skills output, which you usually get in your meeting notepad after the meeting has actually run. So here's the thing. So from what you can see here, the skill actually runs now on Ask Fred. You just don't have to go into the meeting notebook and have the skills run there and get the outputs there, but you can also do that in Ask Fred to keep it very conversational. So the exact output that I would get there is available as part of the Ask Fred UI as well. So you can run skills, which is also a very cool feature. Let's say you have predefined skills, you spent a lot of time creating them and you have custom prompts, you can use Ask Fred to do that. And the newest feature that we've added here is adding files and photos. You can add multiple files, up to five. That's what we recommend. You can add a mix of PDF files, image files, document files, CSVs, Excels, whatsoever. And you can mix them and ask Fred about what they are whatsoever. So let me just add a sample image here. OK, I'm just going to add something really fun. I'm just going to add a sample picture that I have of a wallpaper. Can you explain this? And Fred will just use that image to process the response and give it to you in a neat and natural language as well. So you can see that it's figured out what the image was actually. So for example, let's say you have a very detailed report that you have. You can also add files. Let me show you how that works. So I have a copy of some evals that I've run on Ask Fred. For example, let me find that. There we go. Yeah, so I have an Excel sheet that is basically something that we use to iterate the Ask Fred responses on. And you can just say, help me make sense of this report. And Fireflies will do that for you. So you can add attachments to your queries so that you can specify and tailor the responses according to whatever you need. So here you go. It gives me an idea on what that specific file is. You can add multiple files whatsoever and get responses from Fred. And we also have another option, which is adding context. So it's not just about adding files and running skills, but you can also add context. So context comes in three. You can reference meetings, specific meetings. You can add people. And you can also add user groups. For example, I can just say, can you go through all the latest calls from? So you just type add and then start typing out. It can be a meeting, or it can be a user group or a user, like I said. And it can reference that. So it is a feature that we've introduced so that you can laser focus your query based on that specific person, meeting, or a user group. So I'm just going to say, can you go through chance latest, which is a meeting title, and give me the key action items. Like I said, a quick reminder is you can also use the model here to decide which model you want to run on. So I think for now, I'm just going to set with run at 4.6, and I'm pretty good. And I can just hit enter and it just goes through. One other feature, which is also something that I'd like to show is the voice dictation. So like I said, a lot of people don't type these days. They simply just use voice dictation tools like Whisper or the native voice input flows to just get what's in their mind. So here you go. The action items from that meeting is easily fetched. So this helps spread. So this is also ease of use. So for you to pinpoint what you actually need and also Fred to go fetch that information really quickly. So you can also use dictation. We also have a shortcut here for dictation, which is command O. Just click the dictation here and just specify what you want to talk. And it automatically captures that. So let me just start over. Hey, can you hear me? So I'd like to know a little bit about the previous meeting. So I want to know specifically about John Miller's action items. There we go. So you can see that it's done that into text. And that's something that you can actually review before you hit send. It's not something that happens automatically. So people can always review and have it sent across and it automatically gets the information for you. So these are some ways where you can use Ask Fred. And another interesting feature that I also want to show is connectors. So this is a very underrated feature. I have to be very honest with all of you. The connectors is a very powerful feature. So a lot of users still aren't aware of the specific capability. So let's say all of you have integrations right within Fireflies. So if you've already connected to that specific integration, you will find that as a connector for Ask Fred. So just click manage connectors and you can see all the available connectors, the ones that are available and the ones that are connected for you. If you have something connected, we will not automatically turn that on, but you can just use that to use this target, turn that on. So we have connectors for the popular integrations like Notion, Salesforce, HubSpot, Google Drive, Google Docs, ClickUp, Google Sheets, whatsoever. So for example, let me just show you an example here, which is Notion. So when a connector is turned on, Fireflies, like I said, it's not just going to pull information from Notion. For example, let me just go through Notion and say, can you go through my Notion and get me information on the integrations roadmap? And Fireflies will automatically go through Notion when it's connected as a connector and get that information from the Notion page as long as Fireflies have access to that specific Notion page. So all of these are powered by MCP. And one thing is pulling information, like I told you. The other aspect is also pushing data to connectors. So you can say, let's say I just got this email generated through Ask Fred. You can use Fireflies to simply say, just add that as a Notion document. Or if you have the Gmail integration turned on, you can simply say, so you can see that Fireflies has now responded. So it's found two pages that's related to the roadmap. And it's actually trying to read both of them. So here you go. So this is pretty much what I have in Notion. And Fireflies has used that information to fetch and give me back responses. So it gave me the complete details of my roadmap whatsoever. And there you go. So like I said, it's not just about pulling information. One last thing that I also want to show you is it can push information as well. For example, it can create a Notion page. You can just simply say something like, can you create a Notion page from what you've just generated? And you can simply see Fireflies do that action for you. So this does not limit to Notion. We keep adding new connectors for Ask Fred. So that will keep increasing going forward. So right now, what we have is, let me show you. So we have Asana ClickUp, where you can use Fireflies to create tasks for you, fetch information about your projects, Gmail to get information about your email, and also add drafts for you, Google Docs, Google Drive, and Google Sheets to add information in these tools. HubSpot, let's say you want to get information about all the active deals. Let's say you want to get information about a specific contact. You want to add information to a specific contact. Fireflies can do that for you if you have HubSpot connected. So Fireflies, over the time, has always sent notes to you, your integrations, such as what you see on the screen. But Ask Fred is going to take those to the next level by making it more agentic. You can talk to Fred, and Fred can take that job for you and get that done in your integrations. So we have monday.com for tasks, Notion for your document and workspace information, OneDrive for storage, and of course, Shortcut, same to create tickets and outlook as an email to get information, also Slack. So all this information is available in Fred, and all you need to do is just enable that and have it searched across. So yeah, I think that is what I wanted to show you about the basics of what we can do with Ask Fred, but if there's anything specific, we can talk more in detail. So Pedro, just a heads up if I missed anything you needed me to show. No, I think you

[00:26:35] Speaker 1: covered it all, and we already have some great questions here. I just want to address the first one from Jeff, just because it's an interesting use case. So let me just show here. So whenever you have any doubts about how to use Fred, what to do with Fred, you can just ask Fred. So I just got Jeff's question here, like should they use the Sonnet or something else to get a better or different result? So I just asked him to send a screenshot of all the models that we have here. Say, hey, I'm going to use you to plan future community events based on the meeting's history. And he just said, hey, just use Oppo's or Sonnet, and why. So yeah, whenever you have any challenges or obstacles on how to better use Fred, just count on Fred precisely. Go ahead, Chen.

[00:27:33] Speaker 2: Yeah, so that is not just about Fred itself. So you can also use Fred. Something that we've added for you lately is you can use Fred as your very own support agent. So let's say you have how to use Fireflies whatsoever, that sort of question. So Fred is naturally connected to the Fireflies knowledge base, the documents that you might find as part of our guides. So you can ask Fred, hey, how do I turn off my meeting privacy setting to participants to owner only? And Fred can help that question for you going forward. So the roadmap of Fred looks like this, right? So right now, it just tells you how to do that, because it's connected to the knowledge base. Down the line, Fred will be able to actually do those things for you. For example, let's say you have a meeting, and you want to say, Fred, why don't you just change the meeting title to so-and-so, and just immediately do those actions for you? Fred, can you go and turn off my HubSpot integration, and Fred can actually do that for you? So we have a lot of exciting things coming in for Fred. So that's

[00:28:34] Speaker 1: just a heads up for all of you. Thanks. So let's start getting some questions, because there are a lot of questions here. So first one from Pavel. They used to generate reports from meetings, but prefer to write the parts in the same template on position. And struggles, because sometimes they need to copy posts, sometimes prompts, and then rewrite some parts of Fred answers. Is there any method prompt for Fred, or to change its reasoning, or a way to change its reasoning model? I think the second one, we got it, but you can just fully reply. Yeah, no worries.

[00:29:14] Speaker 2: So that's a valid feedback that we have. So our goal, before I answer the question, I just want to set the expectation on what we want to do with Fred. So one thing that I have in mind is to take Fred world class. So we wanted to compete with the levels of Cloud and OpenAI. So on that note, we really want to bring in all features whatsoever that you might have seen in other tools into Fred, so that we want to make Fred stickier for your workflow. So that's absolutely something that you find value with. So right now, for answering this question, we do not have a master prompt whatsoever. But that answer is actually solved by other models by having projects. So your projects are nothing but a group where you can just group your chats. And for example, that project will have a master prompt, and you simply add questions on top of it, and prompts on top of it, and you combine those chats into that project. And you can use that to define what you want. So that is a history that we would remember. But right now, we only have chats. So we want to bring projects as well. And once we have projects, we can simply do what you just mentioned here, which is to have a project that is to create specific email in your writing style and tone and have that done. So that is in the very near term roadmap. And once that's done, you'll be able to do that. But for now, there is a workaround, which is to have a single chat that actually knows your writing style and use that chat to keep generating emails as per your tone. So it's just one chat where you can just use, but once you have projects, it's much more easier and more efficient to manage.

[00:31:01] Speaker 1: Yeah, and just before we get more questions, since we're sightseeing some more related to this, I just want to go through some quick tips because I left the question here because it is connected. But yeah, we're just going to give you some tips for you to best leverage and to check the playbook that I sent here in the chat as well. It covers all these with examples based on use case, based on habits. So be sure to check. But what we want you to test first is when you're asking, say the precise scope, like in this meeting, across meetings on the last week. So make it defined and then name things. My call with Chen yesterday, my call with X company that I had last week. And always like you, I believe everyone here is used to ask any AI, like the format. So if you're expecting anything from it, there's like use bullet points, be very short, one liner, ask Chen show a follow up email or a document in Notion and be sure for you to say the goal. Sometimes you ask something with a goal in mind, but also when you're asking at the goal, like here, so I can update the deal in HubSpot. And if you have connected, you can just ask it. And Chen, just before we get all the questions, just the FAQs that we got about Fred, and because I saw some of these questions here. So about the speed, this is something that we will try to solve it with a better prompting and question. If it's taking too much time, be sure to narrow down either the timeframe, mention, as I said, say the name, don't like, oh, all my meetings last week, if you're just expecting with someone, if you want to format, say the format before it thinks the best format to present the answer. So play around with the templates and see if now it provides you faster answers on a better question. And also the sources. If you just ask it across all meetings, be sure to try to narrow it down. Sometimes it is taking too much time because it's trying to fetch everything from HubSpot, from your knowledge base, from the web if you have it enabled. But if you don't need all those sources for the questions, just try to narrow it down from where you're expecting to get it from. And Chen, and now about the credits, how it works, because there's some questions in the chat. How it consumes credits and if some parts of it is free.

[00:34:07] Speaker 2: Yes. So, you know, like I said, Ask Fred is across multiple services. The one that you have within the notepad is something that you can use. You can use, just go into your meeting and you can find Ask Fred on the right-hand pane and you can ask any sort of questions that you might want. But the Ask Fred in the full experience, that takes up credits. But even then, we are constantly optimizing the cost it consumes. So right now, it is still within the range of one credit for one credit, two to three credits whatsoever, based on the complexity of the query. So yes, Ask Fred on the global level consumes credits, but we are working on a change where we want to keep all the basic queries free. So most of the ones where you just simply say hello or stuff like that, or just ask something very basic is now free. But we want to keep the entire basic experience free or the sample questions, simple questions free. So right now, it consumes credits, but we are constantly iterating towards our model, see what can be done to ensure that we improve not just on the credits aspect of it, the cost aspect of it, but of course, speed and reliability as well. So all these three things are the core pillars of what makes Ask Fred the best experience for you. But right now, it is still something that is not that expensive. You can find queries that ranges from micro credits to something like, let us say you say something like, go through all my deals in HubSpot and find the ones that are matching a certain criteria, and that is going to consume a couple of credits. For example, it might cost you four to five credits whatsoever. But let us say you are asking something very specific, it is just going to be less than one credit or whatsoever. You can purchase AI credits as per your usage. As most of you are using skills, I think Ask Fred is something that can also fit into your plan. So feel free to go try it out. And like I said, I'd love to see your feedback on how Ask Fred performs for you. And if you like it, do share. And if you don't like it,

[00:36:12] Speaker 1: definitely do share that as well. Thanks, Shane. With that, we get most of the questions, but keep sending questions or just use cases. If you just want to see an example live here, we can show it. And especially, I think we can go back to this short demo. Can you show it quickly? But if someone wants to create a document with connectors, how it works, you mentioned creating Notion, but it is just Notion, or how can I ask Fred to create a document based on the answer? Okay, so right now we just... Walk us through again.

[00:36:54] Speaker 2: Yes, absolutely. So right now, you can use Fireplace to create documents such as Notion documents or your connectors like Google Docs to create a Google Docs document. But right now, what you expect is to create a PDF or a Word document. So we wanted to slice and dice this. So right now, we've just shipped support for PDF and other sorts of documents as an input. But soon, the team is actually working as we speak to support multi-model output, you'll be able to create slides from Fred, you'll be able to create documents from Fred, and also PDF docs whatsoever, and even Excel as well. So that's coming real soon. But right now, in the interim, you can use your connector to connect to Google Docs, OneDrive, Google Drive, or even Notion to create documents over there. So that depends on the connector's native document format. For example, Notion has their own format. Google Docs, obviously, Google Docs and Microsoft would be Word. So these things are available at the moment using connectors. But we won't help you generate documents here, but that's coming real soon.

[00:38:01] Speaker 1: Thanks, Chen. And there's another great question here. If everything that we ask, Fred, if it is shared or it is all private to the user?

[00:38:12] Speaker 2: Yeah, like I said, right. So two things. One thing is about, let's say you're part of a Fireflies team setting, where you have more than one team member as part of the Fireflies workspace, your Fred chat always remains with you. So it does not chat with your teammates. It's something that only you would see. End of question. The other aspect is, do we see your chats? Absolutely not. So like I said, right, when you explicitly choose to share the chat with us, when you drop a dislike for the response, that is only when that response comes back to us. Otherwise, nobody apart from you, not just your teammates, not us, can get access to your Fred chats and responses.

[00:38:58] Speaker 1: I want to spotlight Monica's question here as well, because Monica, do check the playbook that we sent here in the chat. It has some examples of how you can best do it. But yeah, if they, just as I mentioned, if they want to narrow this code, Chen, about what they ask, how can they do it? What was the best practices to filter down the output? Yes, so absolutely. So the best aspect

[00:39:36] Speaker 2: is to give the context, the source, the time. So most information that you can give to Fred to narrow the information and get that for you is going to be beneficial. For example, I'm going to add something here to give you an example, and I can break that query down. So I want to get information about the action items discussed in my meeting with my mic. So let me just say, can you get the action items discussed in my meeting with Mike on? So let's say, I don't really remember the date, but I'm just going to add date here as a placeholder for an example. So here's the thing, right? So here, this is the action. What do you actually want? So the information that you need is, can you get the action items? So the information that you want, along with the scope, so where does Fred need to get that information? That's the scope. And on date tells you more information on that scope. For example, I might have had a meeting with Mike week on week, but let's say you are able to specify on which date whatsoever Fred can effectively get that information for you right away. So these are some of the best practices. It is discussed in detail in Pedro's handbook. But like I said, it's not something that we can always be rigid with talking to Fred. The experience that we want you to have with Fred is super conversational. So we will do what it takes to fine tune Fred in the background to understand what you actually mean. But that being said, go ahead and try this out and this should be able to help you get an information even faster and in a better way going forward.

[00:41:34] Speaker 1: Yeah, definitely. Just to double down, we created a playbook so you can test it, you can play it, you can get some best practice. But just use naturally. Think of Fred as your Firefly's best friend. You can just ask him in any way and then you start segmenting the way that you ask it, tailor better. But the goal of this session is for you to create a habit. So think of the things that you usually do in your day to day. A teammate, I was discussing a teammate here. One of the best use cases is whenever you feel lost, you can just, hey, what are my action items for today? You can see it is the top one, ask it there. So you can use that if you don't know what you have planned or things you need to do today, just go ahead and ask it. It will fetch or as we mentioned, ask to fetch from the last week. So everything that I agreed to do today from last week and just try it out. And Jen, we have another great question here from Kristen. If when we share meetings, transcripts and the recap with external persons and customer, can they also use Ask Fred? Yes, as long as they have a Firefly's

[00:43:06] Speaker 2: account, they will be able to use Ask Fred. Yeah. So let's say they have access to that meeting and they have a Firefly's account. They will be able to use Ask Fred on top of that. Yes, absolutely. But you will not be able to see what they ask Fred about and they will not also see your chat history that you already have as part of that specific meeting.

[00:43:26] Speaker 1: And we have something here. So Jen, can you show, can you open any meeting, show Ask Fred in the right sidebar, ask anything and show the automate option?

[00:43:47] Speaker 2: So I believe that's what they are asking here. Yes, absolutely. So that's available as part of the global Ask Fred. So for example, can you give me a summary? Let me ask something like, can you give me a summary of all my meetings from last week?

[00:44:11] Speaker 1: It's getting the information. I can try it here. No, it's getting the information.

[00:44:41] Speaker 2: So it's just going through all the meetings. So Fred also gives you an idea on what it is actually doing in the backend, which is to specifically understand, help you understand what Fred is actually doing in the backend, which is right now it's finding all the meetings that I have had in the last week. So I think I have a network issue. Let me just quickly refresh. Let me just try to ask a new query. Yeah, there we go. So once the idea is once you get a response, you have an option to automate, which means you can also specify what you want to automate with that specific query, right? So that's something that you can use as a recurring thing that you can configure. So let me get that. So it's actually fetched my action items introduced for this week. So let's say I want this on a week on week basis. So I think Pedro was right. So you can find that as part of the meetings. Give me one second. One of the main topics. Pedro, I have some network issues whatsoever. Could you just give it a shot? That's fine. Yeah, let's try here. Yeah, let me

[00:46:25] Speaker 1: override. So I have a meeting here. Let's see this. Oh, it's already here. So you can see automate. It needs, of course, to finish. And okay, it didn't finish. Yep. So then click automate and it brings the AI skill. So now you can create an AI skill. You can preview anything based on an actual meeting. And then this becomes a recurring thing where you can build for specific meetings, you can filter meetings, you can choose the output, you can choose who can see it, who can use it. And we hosted also an office hours about this. So be sure to check how to build your best AI skill and automate things that you asked Fred for.

[00:47:26] Speaker 2: Yeah. So the idea is just turn in your Fred queries into skills. So skill is basically, like I said, is used to extract custom information from your meetings. And let's say you ask Fred something like draft an email or get me accurate on this meeting and just specify automated and actually runs that meeting on meeting. Yeah. So that's how automate works.

[00:47:50] Speaker 1: And there's another great question here from Chris. Can we filter by channels? Oh, wait. So now I'm confused. So Chris, you mean channels like a connector, like Slack HubSpot or user groups? We have channels here in PyFlight. I think

[00:48:09] Speaker 2: that's what he means. So right now you can filter based on the user, the user group and also the meetings. But channels is a very good feature request. We don't have that at the moment, but when you can bring that, when we bring that, I think you should be able to filter that out. But right now we do not have that option, folks.

[00:48:35] Speaker 1: Let me see. I think it's just not precisely related to Fred, but when the desktop app record and produce a transcript for a meeting, Fred wasn't admitting it to. What happens? Okay. I just have a follow up on the previous question, right? So let's say

[00:48:57] Speaker 2: you want to ask questions about channels. You can just simply go into that specific channel and use Fred on top of that. So let me just quickly share my screen and show you how to do that. So let's say I have a sample channel here that says all hands. And from here, you can just click into this channel and ask questions on top of it. So that is something that's absolutely available right now. Yeah. What was the other question, Petro? Sorry, my bad. If not only the desktop channel, but whatever meeting that you don't invite Fred to, so you don't invite Fireflies to, can you use Fred later on the meeting context?

[00:49:40] Speaker 1: No, that's the thing, right? So unless you have that meeting as part of your Fireflies account, Fred cannot represent you in the meeting context. So that's the thing, right? So unless you have

[00:49:50] Speaker 2: that meeting as part of your Fireflies account, Fred cannot represent you in the meeting context. So unless you have that meeting as part of your Fireflies account, Fred cannot represent that

[00:49:59] Speaker 1: information whatsoever. But if you have information that you want to fetch from the web... Sorry, they just meant like if you don't add the bots, like the meeting will... are recording through the desktop app, like the meeting lives there. So they can also use Fred for that, right?

[00:50:18] Speaker 2: So do you mean to say that...

[00:50:22] Speaker 1: They record it without a bot?

[00:50:24] Speaker 2: Yeah, yeah. So there are other aspects where... So at the end of the day, if it's a Fireflies meeting, it doesn't matter the source, it can be a bot meeting, it can be one that you've recorded using the Chrome extension, one that you've recorded through a Slack huddle, you've recorded through the desktop app, or even a web recorder, even an uploaded meeting, as long as it exists as a meeting in Fireflies, Fred will have information to that. So no worries on that aspect.

[00:50:55] Speaker 1: And Craig is asking if Fred is always there when they invite Fireflies in the call?

[00:51:03] Speaker 2: Yes, absolutely. So I just want to know what context are you referring Fred to? So Fred is also your AI notetaker, and Ask Fred is basically the chat where you can use Ask Fred to ask questions about your meeting once the meeting is over, and also in LiveAssist as well.

[00:51:20] Speaker 1: And just some examples, Craig, if you're using the desktop app, you can use the LiveAssist, you'll see Ask Fred there. If you're using any provider on Chrome, you can use the Chrome extension, and if you're invited and hosting in a Google Meet, you can just type slash FF and ask things. So summarize this meeting so far, what are the agreed next steps, and then you can use Fred in different places. Monica is asking, they need to live, if you only do on the last meeting. Yes, so Monica, you possibly missed the answer, but you can ask on all meetings, last meeting, on your next meeting. So upcoming meetings, you can ask Fred about as well, like prep meetings, so upcoming meetings, you can ask Fred about as well, like prep me for the next meeting that I'm having, give a summary of all the meetings the last week, all the meetings I had with Chen last week. So yeah, it's not about a single meeting.

[00:52:43] Speaker 2: Yes, use Fred to ask questions about all your meetings here at Firefly, right? So every single meeting that you have on Firefly is something that you can query using ask Fred.

[00:53:02] Speaker 1: Maggie's asking, can you do the same prompts automatically after each meeting? So this is the automation that we show as well. You can turn it into an AI skill, and we have a use case from Jim here. They use cloud to scrub all daily meetings and draft and end up the email with the action items. Can Fred do this too?

[00:53:33] Speaker 2: I use cloud to scrub all my daily meetings and draft and EOD email. Oh yes, absolutely, it can do that. I mean, once you're done with all your meetings, just ask Fred to not just email you the action items, you can go one step further. And let's say you use one of these three tools, which is Monday, ClickUp and Asana, you can ask Fred to create those action items in those tools. I want to show this Pedro, it's pretty cool. If you don't mind, can I show

[00:54:02] Speaker 1: that as a live demo? Yeah, go ahead. We are here for this. I hope it's not too time consuming. So

[00:54:11] Speaker 2: here you go. So you just go into ask Fred, just use command J. So I'm just going to ensure that my connector is turned on. So you can see that I have my Asana and I'm just going to turn on my ClickUp connector. So let's say I'm going to say get my action items from the meeting with Mike, turn them into ClickUp tasks. There you go. So what Firefly does right now is it would fetch all the action items from that specific meeting. And it can actually turn that into ClickUp tasks. Oh yes, absolutely. If you want emails, once you have your Gmail connected, it can create that as a draft for you. Same thing. So right now it's going to create that action item for me in ClickUp. You can see that there's a step here that it says searching ClickUp as well, so that it can create those action items. So here is the action items from that specific call. So one thing that someone asked earlier, I'm sorry, I can't remember the name, is you want to know the best practices. So here I have just mentioned action items, but I should have gone one step further and I should have specified action items for me. So Fireflies would not just list all action items, but only mine, which is just these three. So that's how you get better at prompting. So that's something that you can get better over time by just understanding the output, seeing how things work for you so that next time you improve. But the playbook, yes, absolutely it's going to be helpful, but something that you can always do that. So here you go. ClickUp tasks have been created, so it's easily organized into Mike's tasks and my tasks as well. So here it also gives you a link, which is to that specific ClickUp tasks and not sure if I have ClickUp logged in. Let me see if I can open it though. No, I unfortunately don't have it, but it also creates those tasks and actually gives you the link to that specific task in ClickUp as well. So you can manipulate your integrations through Ask Fred as well, which is also a cool

[00:56:31] Speaker 1: aspect that we absolutely love for you to try. And one last question here, since we're talking about bulk actions from Chris. Back to the channel questions. Is there an easy way to see a list of all meetings and channels that they are tagged and moving? And can Fred help with that?

[00:56:58] Speaker 2: Okay. So basically what the question is, if I'm not wrong, is to understand all the meetings available in that specific channel. But like I said, right now we don't have a straightforward way to mention channels as part of the global Ask Fred, but let's say you want to do that through a channel section. You go into channels, like I said, just go into meetings and you can find all your channels here and use Ask Fred here to just summarize all the meetings that are part of this channel and absolutely you'll be able to get that information going forward. But feedback noted, we'll bring, like I said, we don't have that as part of the global experience. We will bring that as well. So you just can specify channels and ask questions about that

[00:57:40] Speaker 1: specific channel. So what we wanted to show today is for you to just go ahead and use Fred, try it out. So we see a lot of people integrating Plod, GPT, and any other relay app are things that you can easily solve all within Fireflies. So for both tasks, just like Chan showed, you can ask Fred to do it. And if you think about automating things or recurring things, you can turn it into an AISQ. You can start with Fred and then whenever you have the output that you need, just like it was Jessica who told about the end of the day email. So I want to create an end of the day email with all the tasks. You can use AI skills for that. It runs daily by the end of the day and creates that output. So you don't need Plod. You don't need all this other integration, the connections. You can still have it, of course. But there are all these day-to-day tasks and things you can easily solve all within Fireflies. And I think someone's trying to ask something. I'm going to drop in the chat here. But we are almost out of time. So I just want to take the time to appreciate everyone that joined today. Thanks so much, Chan, for all the demos that you showed. And if you still have questions, I want you to know more. We're going to post a recap today in our resource library and also send by email. Everyone is welcome to either drop more questions in the recap about Ask Fred or just use the Ask the Community space if you're going to ask anything about Fireflies or about this session. We can keep the discussion coming. And be sure to check our events. We have a webinar coming up with Chan again next week about the Autofill CRM. So again, Chan, thanks so much for today, for answering all questions and all the demos. My pleasure. Thank you all for

[01:00:02] Speaker 2: joining this call. You've been a wonderful guest. And one more thing is, if you have any feature requests for Ask Fred, we want to take all of those seriously and factor it as part of our roadmap. So feel free to share as part of your community or tag Pedro and me in our Circle community. And we'd be happy to take a look and take that up. Thanks, everyone. And see you all in the community. See you all. Bye.