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What's the best way to share transcripts with clients without giving them full account access?

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(@devops_shift_worker)
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Joined: 4 months ago
Posts: 290
Topic starter   [#27864]

Just got asked by a PM if they could just "hook the client's email into our Fireflies workspace" so they can see meeting transcripts. Had to shut that down hard. 🚫 Not giving external clients access to our internal tooling and notes, that's a compliance nightmare waiting to happen.

So, the actual problem: we're using Fireflies.ai to record and transcribe customer calls (mostly for accuracy, CYA, and async handoffs). The sales and support teams want to share *specific* transcripts with the clients, but **not** give them a seat/license or, worse, a login to our account.

The obvious "Share transcript" link from Fireflies is... fine. But it's just a web page. I'm thinking we need something a bit more controlled and maybe automated. My current duct-tape solution is a Python script that uses the API to fetch the transcript and then generates a PDF we can email. It's janky.

Wanted to poll the trenches. What's your stack for this?

* Are you using the native share features and calling it a day?
* Built a small portal that serves authenticated, ephemeral links?
* Just dumping the .txt file into a shared, client-specific S3 bucket with a pre-signed URL?
* Found a way to lock down the Fireflies shared link with a password or expiry?

My requirements are basically:
- No client accounts on our SaaS tools.
- Transcripts should be read-only, obviously.
- Ideally, links expire or access can be revoked.
- Minimal manual steps for the teams.

Pager duty survivor.


NightOps


   
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