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Notis

Connect meeting context to proposal quotes

Keep pricing discussions and quote records aligned after every 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 All Quotes

Tool to retrieve a paginated list of all quotes. use after setting pagination parameters.

Why this helps

Pricing details are easy to lose when quote records and meeting notes are reviewed at different times.

  • Keep pricing context visible
  • Spot quote related follow up
  • Reduce repeated CRM style checks

Setup

Build it in a few focused steps.

  • 1Connect Fireflies and Better Proposals in Notis once.
  • 2Create an automation for quote context reviews.
  • 3Tell Notis to retrieve relevant quotes after each completed transcript and summarize pricing decisions or open questions.
  • 4Pick the Fireflies trigger, select the report channel, and test with one transcript.

Questions about this workflow

Can it calculate a new quote?

No. It retrieves existing Better Proposals quotes and summarizes the transcript context.

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.