Update proposal details after every decision call
Client decisions reach the proposal before they become forgotten follow-up tasks.
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
Update Proposal
Tool to update a specific proposal's details. use after retrieving a proposal to apply changes.
Why this helps
Proposal status and details lag behind decisions made in meetings.
- Keep proposal records current
- Reduce manual follow-up edits
- Create a reliable decision trail
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Bidsketch in Notis.
- 2Create an automation that identifies a proposal and applies only confirmed detail changes.
- 3Choose the Fireflies Transcription Complete trigger.
- 4Pick a report channel and test with one decision focused transcript.
Questions about this workflow
How does Notis identify the proposal?
Provide matching client or proposal context in the instruction or transcript.
Can it update status from vague language?
Tell it to change status only when the client decision is explicit.
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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