- Fireflies AI
Fireflies AI + Milemarker Integration Own Your Data
Connect Fireflies AI and Milemarker to Unlock the Power of Automation

- Fireflies AI
Set Up Your First Integration
Quickly connect Fireflies AI with Milemarker to turn meetings into meaningful action across your business systems—without writing code.
Milemarker makes it easy to integrate Fireflies AI with your existing workflows, unlocking insights and automation from your meetings.
- Fireflies AI
How It Works
Choose a Trigger
A Trigger is the event that starts your workflow—like a “New Transcribed Meeting” or “AI-Generated Action Item” from Fireflies AI.

Add Your Action
An Action is what happens next—like “Create Task,” “Update Client Record,” or “Log Compliance Note” in Milemarker.

Connected!
Once linked, Milemarker automatically pulls insights from Fireflies AI and syncs them across your CRM, compliance tools, and task systems.

- Fireflies AI
⚙️ Supported Triggers and Actions
Milemarker helps you automate workflows by linking Fireflies AI with your core business apps.
Actions:
Create task, update client record, log meeting notes, assign follow-up
- Fireflies AI
Why Choose Milemarker?

Purpose-Built for Advisors
Milemarker understands the specific workflows of financial professionals and RIAs.
Real-Time Meeting Intelligence
Turn client conversations into structured data and actionable insights instantly.
End-to-End Automation
No need to manually transfer notes or track action items—Fireflies AI + Milemarker keeps your team in sync automatically.
Ready to Take Your Fireflies Data to the Next Level?
If you’re already using Fireflies AI, Milemarker can help you unlock its full potential. Centralize client intelligence, automate your operations, and deliver better service—faster. Let Milemarker help you turn conversation into transformation.
