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Align paid proposals with what meetings promised

Get a quick reconciliation of paid proposal records and the commitments discussed on the call.

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 Paid Proposals

Tool to retrieve all paid proposals. use when you need to list proposals that have been paid.

Why this helps

Delivery teams may miss details when the paid proposal and meeting conversation are reviewed separately.

  • Reduce expectation mismatches
  • Highlight delivery commitments
  • Create a repeatable post sale review

Setup

Build it in a few focused steps.

  • 1Connect Fireflies and Better Proposals in Notis once.
  • 2Create an automation for paid proposal reconciliation.
  • 3Tell Notis to retrieve paid proposals after each transcript and compare relevant commitments with the meeting discussion.
  • 4Select the Fireflies trigger, choose a report channel, and test with one completed meeting.

Questions about this workflow

Does this change proposal records?

No. It reads paid proposal data and produces a reconciliation report.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Company

Tool to create a new company. use after confirming the company does not already exist.

ActionInstant

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.

TriggerPolling

Create Document Type

Tool to create a new document type. use after confirming the desired type name does not already exist.

ActionInstant

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.

ActionInstant

Get All Companies

Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.

ActionInstant

Get All Currencies

Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.

ActionInstant

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.

ActionInstant

Get All Proposals

Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.

ActionInstant

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

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Better proposals.