Create an account brief after every sales call
End the call with a concise account brief ready for your next decision.
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
Company Find
Tool to lookup company data by domain name. use when you need detailed company profile by providing a website domain. use after confirming domain correctness.
Why this helps
Sales follow-up stalls when account research is scattered across tabs and memory.
- Speeds qualification reviews
- Creates consistent account context
- Supports focused next-step decisions
Setup
Build it in a few focused steps.
- 1Connect both apps in the Notis portal.
- 2Create an automation with a clear account-brief prompt.
- 3Tell Notis to extract and confirm the company domain, run Company Find, and summarize relevant profile details for the sales team.
- 4Pick Transcription Complete as the trigger and a report channel.
- 5Run a test using one completed sales call.
Questions about this workflow
Can the brief include my own qualification criteria?
Yes. Include your criteria in the prompt, but provide any baseline or history that the apps do not contain.
Where does the brief appear?
It appears in the report channel selected when you create the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Bigpicture io. A trigger fires from one place; an action lands in another.
Fireflies triggers
Bigpicture io actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Company Find
Tool to lookup company data by domain name. use when you need detailed company profile by providing a website domain. use after confirming domain correctness.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
IP to Company Lookup
Tool to lookup company by ip address. use after obtaining an ip to get detailed company info.
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.
Name to Domain Search
Tool to find company domain(s) by company name. use when you have a company name and need up to 3 likely domains.
Connect any two apps with Notis in the middle.
Fireflies and Bigpicture io, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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