See every proposal for the client you just met
Get the full client proposal history without searching Bidsketch manually.
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 Client Proposals
Tool to list proposals for a specific client. use after confirming the client id exists.
Why this helps
Multiple proposals make it hard to know which record belongs to the latest conversation.
- Reduce proposal hunting
- Understand client history quickly
- Choose the right record confidently
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Bidsketch in Notis.
- 2Create an automation that identifies the client and lists their proposals with useful context.
- 3Choose the Fireflies Transcription Complete trigger.
- 4Select a report channel and test with a returning client transcript.
Questions about this workflow
What if the client name is ambiguous?
Tell Notis to report possible matches and avoid selecting one automatically.
Can it highlight the most relevant proposal?
Yes. Ask it to explain relevance using only transcript and returned proposal data.
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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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.