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Notis

List proposal sections after scope calls

See the full section outline before deciding what to revise.

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 Proposal Sections

Tool to get all sections for a proposal. use when you need to list opening or closing sections by proposal id.

Why this helps

Scope changes are hard to place when no one has a quick view of the proposal outline.

  • Make scope review faster
  • Identify affected sections
  • Reduce unnecessary edits

Setup

Build it in a few focused steps.

  • 1Connect Fireflies and Bidsketch in Notis.
  • 2Create an automation that finds the proposal and lists sections related to the transcript.
  • 3Choose the Fireflies Transcription Complete trigger.
  • 4Select a report channel and test with a scope discussion transcript.

Questions about this workflow

Can it identify likely affected sections?

Yes. Ask Notis to explain which listed sections relate to the new scope.

Does it edit anything?

No. This workflow only retrieves and summarizes proposal sections.

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.

TriggerScheduled

Create Client

Tool to create a client. use when adding a new client record to bidsketch.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

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

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.

ActionInstant

Delete Proposal

Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.

ActionInstant

Delete Proposal Fee

Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.

ActionInstant

Delete Proposal Section

Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.

ActionInstant

Delete Section

Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.

ActionInstant

Delete Webhook

Tool to delete a webhook. use after obtaining the webhook id to remove it.

ActionInstant

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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