Fireflies Channels: Use Cases

Imagine a notebook as smart as you—one that keeps your meetings organized and helps you find what you need in seconds.

Well, imagine no more—the Fireflies Channels feature helps you do that! Finally, you can focus on the discussions that matter instead of wasting time manually organizing your notes. Intrigued? Read on as we explore ways Channels can organize information across teams and boost productivity.

The concept of Channels

By default, there are three channels in the Fireflies Notebook:

All Meetings: This comprehensive channel lists all the meetings hosted by you and others in your team workspace since the beginning.
My Meetings: A personal channel that includes all the meetings where you were the host. You can easily delete or edit these meetings.
Shared with Me: This channel shows all the meetings you've participated in or been invited to, where someone else was the host. However, any meetings joined by your own Fireflies notetaker will still appear in 'My Meetings'.

All your meetings are automatically organized in these channels.

If you want to create more channels, you can do so by clicking on the + sign:

Give your channel a name, and turn the toggle on if you are the team workspace admin to make the channel private, and that's it!

how to create Channels in Fireflies Notebook

Fireflies offers both public and private channels to suit different collaboration needs. Meetings saved in public channels are open to all workspace users if they have the permissions to view those meetings, while private channels restrict access to only invited members for more controlled sharing.

Private channels are only available to users of Business and Enterprise tiers, allowing them to create unlimited channels to save sensitive meetings. Users on the freemium plan can create only three public channels while Pro plan users can create unlimited public channels.

💡 Fireflies Tip

To maintain privacy, create private channels for sensitive meetings like interviews, strategy planning, board meetings, etc. Private channels ensure that only intended participants have access to the information. In contrast, use public channels for company-wide meetings like happy hours and town halls.

How different teams use Channels

Sales

The sales team often juggles numerous meetings—team huddles, one-on-ones, demos, training sessions, and more. Here's how channels can help them:

Channels for reps: Sales managers can create separate channels for each rep to organize all the rep's meetings in their dedicated channel.
Customer meeting channels: Sales reps can create dedicated channels for customer accounts and store all such meetings for quick reference.
Prospecting meetings channel: Organize meetings with potential new clients during the prospecting phase in one place.
Renewals channel: Store all meetings related to renewing existing contracts or subscriptions.
Sales training meetings: Organize all sales methodology training meetings and new product feature presentations.

Human Resources

HR teams can securely store and neatly organize all critical HR information. They can use Channels for:

Interview rounds: Create separate channels for each stage, including the initial screening, first round, technical round, leadership interviews, etc.
New hire onboarding: Use a dedicated channel to organize all meetings related to onboarding a new hire—equipment setting and training, orientation sessions, team introductions, etc.
Planning meetings: Periodic performance reviews require planning meetings between HR and managers from different departments. Create a private channel to organize these meetings and access past review data.

Marketing

The marketing team conducts multiple meetings to ideate, plan and execute campaigns. Channels can organize all brainstorming sessions, review meetings, vendor meetings, etc., in one place.

Event-specific channel: Organize vendor meetings, venue selection, promotion planning, logistics discussions, etc. Critical for executing large events like conferences.
Marketing spend: Have budget review meetings in a dedicated channel to optimize marketing budgets, analyze return on investment, and plan future allocations.
Brand channel: Leverage a channel related to your brand to discuss brand guidelines, messaging, visual identity elements, content themes, etc.

Think beyond teams—create channels based on meeting type

Executive channels: Create a private channel for sensitive meetings where company strategy, new initiatives, and M&A plans are discussed (like management or board meetings).
Regional channels: For global companies, region-specific meetings can be organized separately to manage regulatory issues, HR policies, and more.
Administrative channels: Store company-wide meetings like town halls, all hands, and Q&As in a public channel accessible to all employees.
Security & compliance channels: Contract reviews and compliance audit meetings with the legal team can be organized in a private channel.
Project-specific channels: Have multiple meetings for a big product launch? Create a private channel to organize these meetings and invite all the relevant stakeholders from different teams.

The power of an organized workspace

The potential uses of Fireflies Channels extend as far as your organizational needs dictate. By sorting meeting data by any chosen category, Fireflies ensures an efficient, secure, and user-friendly method of handling this vital aspect of enterprise operations.