Send an agreement when a meeting commitment is confirmed
Capture the commitment while the conversation is still fresh and send the right agreement for signature.
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
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
Important contract follow-ups get lost between the meeting, notes, and document tools.
- Reduces manual follow-up after sales or partnership calls
- Uses transcript evidence to avoid sending documents prematurely
- Keeps signature requests moving without extra context switching
Setup
Build it in a few focused steps.
- 1Connect Fireflies and BoldSign once in Notis.
- 2Create an automation named for post-meeting agreement sending.
- 3Tell Notis to find explicit agreement commitments, identify the prepared BoldSign document and signer, then send it only when the transcript supports sending.
- 4Pick Fireflies Transcription Complete as the trigger.
- 5Choose a report channel, then test with one transcript that contains a confirmed commitment.
Questions about this workflow
What if the transcript does not name a signer?
Notis should report the missing signer and skip sending until you provide one.
Can this send any file mentioned in the meeting?
No. The prepared BoldSign document or document identifier must already be available to the automation.
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
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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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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.