| Available for | Roles | Super Admin, Admin, Team Member, Limited Team Member Can only be enabled by Super Admins |
| Permissions | • (To enable) Manage API credentials and manage integrations • (To use) Manage profiles and view associated postings |
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| Packages | LeverTRM, LeverTRM for Enterprise |
The Fireflies.ai integration automates the process of sending meeting notes directly to your Lever account. With this integration, meeting summaries, action items, and key points are logged under the relevant candidate profiles in Lever. For more information refer to the Fireflies.ai website.
Setting up the Fireflies.ai integration
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You must be a team or organization with admin rights in Fireflies.ai to install this integration. |
- On the Fireflies dashboard, navigate to the Integrations tab.
- Search for Lever in the available integrations list.
- Click Connect.
- You will be redirected to Lever for authorization.
- When prompted, log in to Lever using your Admin account.
- Review the list of requested permissions and click Accept.
- If you're already logged into Lever, you’ll be automatically redirected back to Fireflies.
- In Fireflies, click Authorize this connector to proceed.
- Fireflies provides an option to automatically create a candidate in Lever if their email is not already in the system. To enable this feature, leave the toggle ON.
- If you do not want this option, toggle it OFF. In this case, Fireflies will only map meeting notes to existing candidates in Lever.
- Click Continue.
- Next, click Create Sample Note For a Sample Candidate in Lever to test the integration.
- A sample meeting note will be sent to Lever for a test candidate.
- To view the note, click the Click here to view link to confirm that the integration is functioning as expected.
- This is how the sample note will appear in Lever.
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The following details will be pushed to Lever:
- Meeting information
- Summary of the discussion
- Action items
- Key points
- In Fireflies, click Continue.
- The integration is now active, and all relevant details can be accessed on the Lever integration page within your Fireflies dashboard.
- Once the integration is in use, this is how actual interview notes will appear in Lever.
Configuring the Fireflies.ai integration
How to enable the Lever integration for teams
If you're a workspace admin, you can activate the Lever integration for your entire team. Follow these steps to set it up:
- Once you’ve enabled the Lever integration, click Team Options.
- A pop-up window will appear. By default, all team options are disabled.
- Enable the 'Apply to entire workspace' option to activate it for your team.
- Click Save to apply the changes.
- To prevent team members from setting up their own Lever integrations, enable the 'Restrict non-admin workspace member usage' toggle.
- Click Save.
- For complete control, turn on both toggles and click Save. This will enable Lever for everyone on your team and block users from making private integrations (highly recommended).
Using the Fireflies.ai integration
Once the integration between Fireflies.ai and Lever is set up, Fireflies will automatically update candidate profiles with meeting notes. Here's how the process works:
- After the integration is complete, Fireflies will identify participants from the meeting invite and search for matching email addresses in Lever.
- Following each meeting, the Fireflies will automatically attach the meeting notes to the corresponding candidate’s profile in Lever.
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If a candidate is not present in Lever, Fireflies provides an optional setting to automatically create a new candidate profile. When enabled, Fireflies will automatically create a candidate profile and map the meeting notes to the new profile if the participant's email is not found in the Lever. |
To access the meeting notes in Lever, follow these steps:
- In Lever, navigate to the Candidates dashboard.
- Open the Candidate Profile.
- Access the Notes tab.
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View the meeting details.
- You will find all meeting notes automatically logged and organized chronologically for the selected candidate under the 'Notes' tab, providing a detailed history of interactions and meetings.
Support
If you have any other questions about using Fireflies, please contact Fireflies at the following link: https://guide.fireflies.ai/hc/en-us/requests/new
Troubleshooting Steps
- Ensure the integration is enabled and authorized correctly.
- Check if the push sample data is functioning: Confirm that sample data can be successfully pushed, which can help identify if the issue is with the configuration or setup.
- Verify access to the meeting not pushed to Lever (if this is the issue): Ensure that the user has the necessary access permissions for the specific meeting that failed to sync with Lever, as lack of access could prevent the integration from pushing the data.
Disabling the Fireflies.ai integration
In Fireflies
- Navigate to the Integrations page and open the Lever integration.
- Click the Disable button located at the top right corner.
- The Lever integration is now disabled. You’ll see a disabled icon displayed on the Feature version tile. The Disable button at the top right corner will change to Enable.
- To completely remove the integration, click Disconnect.
- Clicking Disconnect will require you to follow the setup steps again if you choose to reconnect the integration in the future.
In Lever
- In Lever navigate to Settings > Integrations and API
- Under the Authorized Apps tab, locate the Fireflies.ai app
- Click Revoke access to disable the integration