Find the BoldSign document discussed in the meeting
Leave the meeting with the relevant document record already located and 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
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Why this helps
Founders waste time searching document lists for the contract someone just discussed.
- Removes repetitive document searching
- Creates a focused follow-up report
- Keeps meeting context attached to the document lookup
Setup
Build it in a few focused steps.
- 1Connect Fireflies and BoldSign once in Notis.
- 2Create an automation for meeting document lookup.
- 3Tell Notis to extract document names, counterparties, or identifiers from the transcript and search BoldSign for matching documents, reporting close matches and uncertainty.
- 4Pick Fireflies Transcription Complete as the trigger.
- 5Choose where reports go and test with a transcript that references a known document.
Questions about this workflow
What does Notis do when several documents match?
It should list the plausible matches and explain which transcript clues led to each one.
Does this edit or send a document?
No. This workflow only lists and reports matching BoldSign documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Boldsign. A trigger fires from one place; an action lands in another.
Fireflies triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Tool to list all brands in the account. Use after confirming account is authenticated.
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.
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Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
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Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Connect any two apps with Notis in the middle.
Fireflies and Boldsign, 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 Boldsign.