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Turn completed meeting transcripts into proposal pipeline reviews

Finish a meeting and get a focused view of the Better Proposals records that need attention.

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 All Proposals

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

Why this helps

Proposal follow up gets lost when meeting notes and proposal status live in separate tools.

  • Reduce context switching after sales calls
  • Spot proposal records needing attention
  • Keep meeting context attached to pipeline review

Setup

Build it in a few focused steps.

  • 1Connect Fireflies and Better Proposals in Notis once.
  • 2Create an automation named for post meeting proposal reviews.
  • 3Tell Notis to compare each completed transcript with the current proposal list and summarize relevant follow up.
  • 4Pick the Fireflies Transcription Complete trigger, choose a report channel, then test with one real transcript.

Questions about this workflow

Does this create a new proposal?

No. It retrieves Better Proposals records and summarizes next steps from the transcript.

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

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No card. Works with personal or business Better proposals.