Case Study: Stratiform achieves automatic meeting action‑item capture and Salesforce client notes with Fireflies.ai

Stratiform Uses Fireflies to Capture Action Items From Meetings

Stratiform, a Salesforce Partner and implementation consultancy, runs frequent online client meetings and needed a reliable way to record conversations and capture action items so staff could focus on clients. Director Mark Wheeler chose Fireflies.ai to provide automated meeting recording and note-taking with Salesforce integration.

Fireflies.ai automatically records meetings, extracts action items and syncs notes to each client record in Salesforce. As a result, Stratiform no longer needs to add a note-taker to calls, consistently captures action items from every meeting, and maintains searchable client notes in Salesforce so teams can concentrate on the conversation.

Stratiform

Mark Wheeler

Director