
Turn your meeting notes into marketing, with Fireflies, Fathom or tl;dv
Your best marketing material is said out loud in sales calls, demos and customer interviews, then forgotten. Connect your notetaker and Toby reads each new meeting, keeps only what matters for marketing (decisions, objections, exact customer words, competitors, next steps) and gives each action item to the right agent.
- Supported
- Fireflies, tl;dv and Fathom with an API key; Otter, Granola, Zoom, Google Meet and others through Zapier or Make
- Frequency
- New meetings checked every 5 minutes
- Kept
- Decisions, customer insights, competitors and action items. Never the full transcript.
- Setup
- 2 minutes with an API key, about 10 with Zapier or Make
- Agents
Toby
Iris
Lina
What Toby does with your notetaker
Exactly what the connector does today. Reads happen right away; anything that changes, publishes or sends something waits for your approval.
- Automatic
New meetings, picked up on their own
With Fireflies, tl;dv or Fathom, Toby checks for new transcripts every 5 minutes and reads up to three at a time. Meetings from shortly before you connect are read too, up to a week back.
- Automatic
A summary in #team
Toby posts what he took from the meeting in one line, the highlights, what is left to decide, and a checklist of action items, each assigned to the agent who should do it (“Lina: a post on the onboarding story”, “Leo: an FAQ entry on data import”).
- Automatic
Customer words, kept in memory
Pains, objections, desires and exact quotes go into Toby's memory, with the meeting they came from. Quotes keep the speaker's exact words and are attributed by role, not by name. Every agent can then reuse them in copy, posts and ads.
- Automatic
Decisions and competitors, remembered
Marketing decisions taken in the meeting (“we stop the free plan”, “launch moves to March”) and competitors mentioned by prospects are saved too, so the team doesn't plan against something you already decided.
- Automatic
Any other notetaker, through Zapier or Make
Connect “Any notetaker” and Toby gives you a private address in #team. Your Zapier or Make scenario sends each new transcript to it (title, date, participants, transcript) and the summary follows within a minute or two.
- Automatic
Meetings with nothing for marketing are skipped
An internal stand-up with no customer insight, decision or next step for marketing doesn't clutter #team: Toby notes in the action log that it was read, and moves on.
The agents who use it
TobyCMO
Meet TobyReads each meeting, posts the summary in #team and splits the action items between the specialists. Decisions from your calls shape his priorities.
IrisData analyst
Meet IrisUses what customers say about results, budgets and competitors to explain the numbers she sees, and flags when calls contradict the data.
LinaLinkedIn
Meet LinaBuilds LinkedIn posts from real moments and quotes in your calls, attributed by role, never invented. Calls are where founder stories come from.
What you get, concretely
Examples on fictional businesses, in the app's exact format. Numbers are examples, not promises: yours come from your own data.


CMO
ExampleAnswer the accountant objection on the pricing page
Example estimate: +5 to 10% trial starts from the pricing page
First deliverable, ready to paste
New block under the plans
Title: Your accountant keeps their tools
Text: Send them a read-only link: they see every invoice and export it to their own software in one click. No account, no training, no extra seat.
FAQ entry: “Does my accountant need a Lumio account?” No. A secure link is enough, and you can revoke it anytime.

A founder post built from a customer's words

SEO & GEO
ExamplePublish a fair comparison page with Ledgerly
Example estimate: 30 to 60 visits a month from comparison searches
First deliverable, ready to paste
Page outline: Lumio vs Ledgerly
H1: Lumio or Ledgerly: which invoicing app fits a small business?
1. Who each one suits (fair verdict, both sides)
2. Side by side: recurring invoices, reminders, accountant access, price
3. What customers who switched told us (quotes from your calls, by role)
4. How to move your invoices in an hour
Title tag: Lumio vs Ledgerly: invoicing apps compared (2026)
Connect your notetaker
About 2 minutes with an API key
An API key from Fireflies, Fathom or tl;dv (tl;dv's API needs its Business plan), or a Zapier or Make account for any other notetaker.
- 1
Fireflies: app.fireflies.ai → Integrations → Fireflies API, copy your API key. Fathom: Settings → API Access → Generate API key. tl;dv: Settings → API keys → Create.
- 2
In Toby, open Integrations, pick the card of your notetaker → Connect, and paste the key. Toby checks it right away.
- 3
Any other notetaker: connect the Any notetaker (Zapier / Make) card. Toby posts your private address in #team: keep it secret, it works as a password.
- 4
In Zapier or Make, trigger on “new transcript” in your notetaker, then send a POST in JSON to that address with four fields: title, date, participants, transcript.
- 5
Hold your next call. The summary appears in #team a few minutes after the transcript is ready.
Good to know
The transcript is never stored. Toby reads it once, keeps the marketing learnings and discards the rest. Transcripts are treated as data, never as instructions to the agents.
Very long meetings (roughly two hours or more) are read on their beginning and end: the middle is left out, and Toby is told not to guess what was said there.
Through Zapier or Make: up to 30 meetings a day, 500 KB per transcript, and the same meeting sent twice is only read once.
Pause and budget come first. While the team is paused or today's AI budget is reached, meetings wait: notetakers with an API are retried later, a Zapier or Make send is refused and can be sent again.
Each meeting uses AI credits from your daily budget, like any other task. Only marketing-relevant meetings produce a summary.
Frequently asked questions
Which notetakers work with Toby?
Fireflies, tl;dv and Fathom connect directly with an API key. Any other tool that can send its transcripts to Zapier or Make (Otter, Granola, Zoom, Google Meet recordings and others) works through the “Any notetaker” card.
Does Toby keep my call recordings or transcripts?
No. Toby never receives recordings, and it reads each transcript once without storing it. What it keeps is the short list of learnings: decisions, customer insights and quotes, competitors and action items, visible in Toby's memory, a document you can edit like the others.
Are customer names used in posts or ads?
Quotes are saved with the speaker's role, not their full name, and agents use them as they were said. Before anything is published, you see it and approve it, so you can drop a quote you would rather keep private.
What happens with internal meetings?
If a meeting holds nothing useful for marketing, Toby skips it: no summary in #team, just a line in the action log. Team meetings where a launch date or a pricing decision is taken are summarized like any other.
In which language are the summaries?
In your workspace language, English or French. Quotes stay in the language they were spoken in.
Do I need a paid plan of my notetaker?
It depends on the tool: tl;dv's API is part of its Business plan; for Fireflies and Fathom, check that your plan includes API access. For the Zapier or Make route, check that your plan allows sending webhooks.
Other integrations
Use cases and guides

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