How to Use Firefly with Pokee AI

Pokee AI's Firefly integration lets you access meeting recordings, transcripts, and summaries through natural language commands. Review what was discussed, extract action items, search across meetings, and automate post-meeting follow-ups without re-watching recordings.

What You Can Do with Firefly + Pokee

• Data access: Read and query data from Firefly through natural language commands
• Record management: Create, update, and manage records in Firefly
• Workflow automation: Automate common Firefly workflows and processes
• Reporting: Generate reports and summaries from Firefly data
• Cross-tool integration: Connect Firefly with 90+ other business tools

Getting Started

Step 1: Connect Firefly

Connect your Firefly account when prompted. Pokee uses API key authentication -- your credentials are stored in an encrypted vault.

Step 2: Start with a Simple Command

• "Show me recent activity in Firefly"
• "Find records in Firefly matching..."
• "Create a new entry in Firefly"

Step 3: Build Up to Complex Workflows

• "Pull data from Firefly and create a weekly report in Google Sheets, then email it to the team"
• "Monitor Firefly daily and post updates to our Slack channel"
• "Sync Firefly data with our Google Sheet tracker and flag any changes"

Example Commands

"Show me all active items in Firefly"

"Update the status of record #123 in Firefly"

"Search Firefly for items created this week"

"Generate a summary report from Firefly data"

Combining Firefly with Other Integrations

Tips for Best Results

1. Be specific about which records or data you need
2. Combine Firefly with Google Sheets for structured reporting
3. Use scheduled tasks to automate recurring Firefly workflows
4. Leverage persistent memory so Pokee remembers your Firefly preferences
5. Chain Firefly with email and Slack for automated notifications

Security

• Firefly access uses secure authentication (OAuth 2.0 or API key)
• Credentials stored in an AES-256 encrypted vault
• Pokee never stores your password
• SOC 2 Type I compliant infrastructure
• Your data is never used for model training

Frequently Asked Questions

How do I connect Firefly to Pokee?

Ask Pokee to do something with Firefly, and it will prompt you to connect through a secure authentication flow. Your credentials are stored in an encrypted vault.

Can I automate Firefly workflows?

Yes. Set up scheduled tasks that interact with Firefly on a daily, weekly, or custom schedule. Tasks run automatically without human intervention.

Is my Firefly data safe?

Yes. Pokee is SOC 2 Type I compliant. Access tokens are stored in an encrypted vault, and your data is never used for model training.

Can I combine Firefly with other tools?

Yes. Firefly works with all 90+ Pokee integrations. Common combinations include Google Sheets, Gmail, Slack, and Google Docs.