Review Agiled expenses from meeting notes
Keep expense conversations connected to the records that matter.
Trigger
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
Action
Get Expenses
Tool to retrieve a list of all expenses. use after authenticating with your agiled api key to fetch all expense records.
Why this helps
Reimbursements and budget concerns raised in calls are easy to lose in general notes.
- Surface forgotten reimbursement requests
- Compare stated and recorded amounts
- Create a clear review trail
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Agiled in Notis once.
- 2Create an automation named Expense mentions to Agiled.
- 3Tell Notis to extract expense amounts, purposes, and people from each transcript, retrieve related Agiled expenses, and report matches or gaps.
- 4Choose the Fireflies Transcription Complete trigger and a report channel.
- 5Test with a transcript containing an expense discussion.
Questions about this workflow
Can it create the expense record?
This workflow retrieves expenses; use a separate approved creation workflow when all required details are confirmed.
What if currency is unclear?
Notis should flag the missing currency rather than infer it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Agiled. A trigger fires from one place; an action lands in another.
Fireflies triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Tool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named website redesign with start date 2023-09-01 and status in progress."
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
Get Contacts
Tool to retrieve a list of all contacts. use after configuring the api key to fetch contacts with optional pagination or search filters.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
Connect any two apps with Notis in the middle.
Fireflies and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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