Turn customer call transcripts into Pylon follow-ups

Every promise made on a customer call gets logged in Pylon as an issue or a note on the right account, with the meeting recording attached.

Agentic Task
Fireflies.aiPylonCustomer SupportSalesMeeting WorkflowsFeedback Triage

Build me an agent workflow that turns customer call transcripts into Pylon follow-ups.

Trigger: poll Fireflies.ai for new_transcript. When a new transcript is ready, run the agent.

Step 1 — pull the transcript. Use the Fireflies Get Transcript operation with the transcript id from the trigger. Read the meeting title, summary, action items, and the full attendee list (names, emails, organizer flag). Also keep the transcript URL so we can link back to the recording.

Step 2 — decide if this is a customer call. Identify external attendees by comparing email domains to the connected user's domain (treat anyone outside our own domain as external). If there are no external attendees, stop — this is an internal meeting, do nothing.

Step 3 — find the Pylon account for the customer. Use Pylon Search Accounts. Try external_id first (the customer email or domain may already be the account's external_id), then fall back to a free-text or filter search by the email domain. If multiple candidates come back, prefer the one with the most matching contact emails. If no account matches, log the transcript id and stop — do not create a stray account.

Step 4 — pull existing open issues for that account. Use Pylon Search Issues filtered to the matched account_id and a non-closed state, so you have context on what is already being tracked.

Step 5 — for each action item from the Fireflies transcript, classify it:

• Customer commitment: a promise to the customer such as a fix, a follow-up, a feature request, a piece of documentation, or a scheduled next step. These are the ones we log.

• Internal-only or unrelated: skip it (e.g. "send the deck to marketing", "update our forecast", small talk).

Step 6 — for each customer commitment, decide attach vs create:

• If the commitment clearly relates to one of the open Pylon issues (same bug, same feature request, same in-flight ask), use Pylon Create Internal Note on that issue. The note should contain the action item text, the owner if stated, the due date if stated, a one-line excerpt of the relevant transcript context, and a link back to the Fireflies recording.

• Otherwise, use Pylon Create Issue tied to the matched account. Title = a short summary of the commitment. Body = the action item, the owner (if stated), the due date (if stated), the meeting title and date, the customer attendees, and a link back to the Fireflies recording. Keep priority/state at sensible defaults.

Step 7 — be conservative about duplicates. Before creating a new issue, scan the open issues you already pulled for a near-duplicate title or topic; if one exists, attach as an internal note instead.

Output: a short run summary listing, per transcript, which Pylon issues were created and which existing issues got internal notes, plus any action items that were skipped and why. No external messages, no email — Pylon is the system of record.

Additional information

What does this prompt do?
  • Watches Fireflies for new meeting transcripts and only acts on calls with external customer attendees.
  • Pulls the summary, action items, and attendees, then matches the customer to the right Pylon account.
  • Files each customer-facing commitment as a fresh Pylon issue or as an internal note on a related open issue.
  • Always includes the action item, the owner, the due date when stated, and a link back to the Fireflies recording.
  • Skips internal-only chatter and small talk so your Pylon queue stays clean.
What do I need to use this?
  • A Fireflies.ai account that records your customer calls.
  • A Pylon workspace with the accounts you want commitments logged against.
  • Admin access in Pylon to generate an API token for the connection.
How can I customize it?
  • Tighten or loosen what counts as a customer commitment so the right action items get logged.
  • Choose when the agent updates an existing open issue versus opening a brand new one.
  • Adjust how the agent identifies the customer attendee, for example by domain match or a known account list.

Frequently asked questions

What happens on internal-only meetings?
Nothing. If no external customer attendee is found, the agent skips the transcript so internal standups and team meetings never end up in Pylon.
Will it create duplicate issues for the same topic?
No. Before creating anything new, the agent searches Pylon for open issues on that account and posts an internal note when a relevant issue already exists.
Which calls does this work on?
Any call recorded by Fireflies. As soon as a transcript is ready, the agent processes it. You can layer extra filters by participant email or meeting title if you want to narrow it further.
What if the customer has no Pylon account yet?
The agent flags the transcript and skips logging rather than creating a stray issue without an account. You can extend it to create the account first if that fits your process.
Does the recording get attached?
Yes. Every issue or note links back to the Fireflies recording and timestamped transcript so your team can jump straight to the moment of the commitment.

Stop losing customer commitments to your call recordings.

Connect Fireflies and Pylon once, and every promise made on a customer call lands in the right place automatically.