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Update the draft when meeting scope changes

Reflect agreed changes before anyone signs the wrong version of a document.

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

Edit Document (Beta)

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

Why this helps

Scope changes are agreed verbally but never make it into the draft that gets sent.

  • Catches document changes before sending
  • Preserves a transcript based rationale for edits
  • Reduces version confusion

Setup

Build it in a few focused steps.

  • 1Connect Fireflies and BoldSign once in Notis.
  • 2Create an automation for transcript based draft updates.
  • 3Tell Notis to identify explicit scope changes, locate the matching BoldSign draft, and edit it only when the transcript provides enough detail, otherwise report what is missing.
  • 4Pick Fireflies Transcription Complete as the trigger.
  • 5Select a report channel and test with a transcript containing an agreed revision.

Questions about this workflow

Will it guess missing legal language?

No. It should report incomplete instructions instead of inventing document content.

Can it update a sent document?

The action supports draft or sent documents, but you should specify the allowed document state in your instruction.

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.

TriggerScheduled

Get Brand Details

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Brands

Tool to list all brands in the account. Use after confirming account is authenticated.

ActionInstant

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.

TriggerPolling

Create Custom Field

Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.

ActionInstant

Edit Custom Field

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

ActionInstant

List Behalf Documents

Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.

ActionInstant

Edit Document (Beta)

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

ActionInstant

Extend Document Expiry

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

ActionInstant

List Documents

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

ActionInstant

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.