How to Configure Fireflies Recording and Privacy (Full Transcript)

[00:00:00] Speaker 1: Your Recording and Privacy settings control everything. When Fireflies records, what it saves, and who can see your meeting notes. Let's walk through it together. To get to your settings, click Settings in the left-hand sidebar. You'll land on the Personal tab by default. And if you're a Workspace admin, you'll also see a Team tab up top. We'll cover that in a separate video. Let's start with Recording and Privacy. Once you click on it, the first thing you'll see is Auto Record Meetings. If this is switched on, Fireflies will automatically join and record all your calendar meetings, as long as it has a web conferencing link to join. You don't have to do anything. You can control exactly which meetings it joins using the drop-down below. You can set it to record all your meetings, only meetings you host, just internal meetings, just external ones, or only meetings with specific teammates. And if you toggle it off completely, you'll need to invite Fireflies manually each time. Next, Recording Format lets you choose what Fireflies actually keeps from each meeting. By default, it saves everything, audio, transcript, and summary, but you can limit it depending on what you need from the drop-down. This option is available on Business and Enterprise plans. Right below that, Record Meeting Video option controls whether Fireflies captures your video during the meeting. You can toggle this on or off. Again, this is a Business and Enterprise feature. Meeting Language is where you set the language for your transcripts and summaries. Fireflies supports over 100 languages. And then you have Auto-Delete Meetings. Toggle this on if you want recordings to be automatically deleted after a set period. You can choose from options like one week, two weeks, or one month. This one is Enterprise-only, and it's particularly useful for data retention compliance. Now let's scroll down to Privacy and Access. This is where you decide who inside Fireflies can view your meeting notes. By default, it's set to teammates and anyone with a link, which means anyone on your Fireflies workspace or anyone who has a link can access your meetings. If that feels too open, you can restrict it to just yourself or a smaller group from the drop-down. Choose this setting carefully based on your preference. If you're on Business or Enterprise, you'll also see Public Meeting Access. Turn this on, and anyone you share a meeting link with can open the notes without needing a Fireflies account at all. No paywall, no sign-up prompt. Really useful when you're sharing notes with clients or external stakeholders. There's also Auto-Request Access. When this is on, if you attend a meeting that's been set to private, Fireflies will automatically request access on your behalf. It's switched off by default. Moving down to Meeting Recap Email. This controls who gets an email after each meeting is processed. You can send it to everyone on the invite, just yourself, or turn it off entirely. There's also a second drop-down for what to include, just an overview or the full notes. One thing to keep in mind, even if someone receives the recap email, they can only access the full meeting notes based on your privacy settings. And just below that, there is Meeting Prep Email. Fireflies can send a preparation email one hour before a recurring meeting, with context pulled from past interactions with those same people. You can send it to all participants, just yourself, or switch it off. Beyond your general recording preferences, recording rules let you get specific about exactly which meetings Fireflies should and should not record. There are two parts here. Recording rules is for meetings you always want captured. Click Edit and you'll see two fields. The first is title keywords. So if you type sales demo, Fireflies will automatically record every meeting that has those words in the title. The second field is for email addresses or domains. So if you add tesla.com, any meeting with a participant from that domain gets recorded automatically. You can even get specific and add an individual email like jane at tesla.com if needed. And you can add as many keywords and domains as you want. They all work together. Restriction rules work the opposite way. These are meetings you never want recorded. Click Edit and add your keywords or domains here. For example, type 1to1 and any meeting with that in the title will be skipped automatically. You could also add a personal email domain if there are certain people you never want recorded. Hit save and your rules go live immediately. That's all about recording and privacy. In the next video, we will look at other settings available to you. Thank you for watching.