Give every client conversation a company context brief
Make the next handoff easier with company details and meeting context together.
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 Company
Tool to retrieve details of a specific company. use when you need company metadata by id.
Why this helps
Client context gets scattered between a transcript and company records.
- Improve internal handoffs
- Keep client context easy to scan
- Reduce repeated research
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Better Proposals in Notis once.
- 2Create an automation for company context briefs.
- 3Tell Notis to retrieve the relevant company details and combine them with useful facts from the completed transcript.
- 4Select the Fireflies trigger, choose the report destination, and test with one company.
Questions about this workflow
What if the transcript has no company name?
Notis can report that a company identifier is missing so you can review it manually.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Better proposals. A trigger fires from one place; an action lands in another.
Fireflies triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
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 Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Fireflies and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Better proposals.