The Scenario
Your VP of Sales sent a Slack message at 8:47 AM: "Can you get me a workbook with all the discovery calls from the last 30 days — titles, hosts, participant counts, and the AI action items — before our pipeline review at 2?" It's 9:15. You have a QBR deck to finish and three other things already open.
The bad version:
- Open Fireflies, navigate to Transcripts, and start scrolling back 30 days worth of calls — roughly 60 of them.
- Export a CSV from Fireflies, open it in Excel, then reformat the columns to match the workbook structure your VP expects.
- Realize the CSV action items field is a pipe-delimited string that needs splitting across rows and spend another 30 minutes on a formula.
You're supposed to be analyzing the pipeline, not building the data set. The VP wants insights at 2, not a hand-assembled spreadsheet.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, connects to Fireflies through its built-in integration, and pulls the data you ask for — no exports, no column reformatting, no manual lookups.
Fetch all Fireflies transcripts from the last 30 days and write each one as a row in a new sheet called 'Call Log' with columns for meeting title, date, host email, participant count, and the summary action items.
What You Get
- A new worksheet named "Call Log" created automatically.
- One row per transcript: meeting title in column A, date in column B, host email in column C, participant count in column D, AI-generated action items in column E.
- Meetings sorted by date descending so the most recent calls are at the top.
- Any transcript still processing shows a "Pending" note in the action items column.
What If the Data Is Not Quite Ready
The date column is coming in as an unformatted Unix timestamp
Fetch all Fireflies transcripts from the last 30 days, convert the meeting date to MM/DD/YYYY format, and write each row into a sheet called 'Call Log' with columns for title, formatted date, host email, participant count, and action items.
Some meetings are missing action items because the AI summary was empty
Fetch all Fireflies transcripts from the last 30 days and write each row into 'Call Log'. For any meeting where action items are empty, write "No summary available" in column E instead of leaving it blank.
You need to split the participant list into individual columns
Fetch all Fireflies transcripts from the last 30 days and write each row into 'Call Log'. Put the host email in column C, the first external participant email in column D, and the total participant count in column E. Include title and date in columns A and B.
You want cleanup, deduplication, and the final pull in one shot
Fetch all Fireflies transcripts from the last 30 days. Remove any duplicates where the same meeting title appears more than once on the same date. Then write each unique row into a new sheet called 'Call Log' with columns for title, date, host email, participant count, and action items — and flag any row where participant count is 1 with "Solo" in a status column F.
The pattern: handle the data shape and the pull in the same prompt, and you skip the round of manual cleanup afterward.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook that tracks deals or meetings, then ask it to pull your Fireflies call history directly into the rows. You can also pull up the guide on enriching contact workbooks with meeting history or go back to the Fireflies + Excel overview.