Add proposal sections from client conversations
Turn spoken requirements into proposal structure before details slip away.
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
Create Proposal Section
Tool to create a proposal section. use after confirming a proposal exists to add a new opening or closing section.
Why this helps
Scope decisions remain scattered across transcripts and are missed during proposal writing.
- Capture scope while context is fresh
- Create clearer proposal structure
- Reduce missed requirements
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Bidsketch in Notis.
- 2Create an automation that identifies a confirmed requirement and drafts a concise section.
- 3Choose the Fireflies Transcription Complete trigger.
- 4Choose where reports go and test with one requirements call.
Questions about this workflow
Can it add sections only to a specific proposal?
Include the proposal identifier or matching client context in your instruction.
What happens when multiple requirements appear?
Tell Notis to create separate sections or summarize them into one section.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Bidsketch. A trigger fires from one place; an action lands in another.
Fireflies triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
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.
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
Fireflies and Bidsketch, 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 Bidsketch.