Apply a Box retention policy after a records decision
Carry a records decision into the file system before it gets lost in notes.
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
Assign retention policy
Assigns a retention policy to an item.
Why this helps
Retention decisions made in meetings often wait for a separate administrative reminder.
- Captures records decisions promptly
- Reduces compliance administration
- Keeps retention tied to the relevant item
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Box in the Notis portal.
- 2Create an automation that assigns the named existing retention policy to the specified Box item when the transcript confirms it.
- 3Pick Fireflies Transcription Complete as the trigger.
- 4Choose where run reports go.
- 5Test with one transcript containing an explicit retention decision.
Questions about this workflow
Does this create a retention policy?
No. It assigns a policy that already exists in Box.
What if the transcript lacks a policy name?
Tell Notis to report the missing policy and take no action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Box. A trigger fires from one place; an action lands in another.
Fireflies triggers
Box actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add classification to file
Adds a classification to a file by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/files/:id//enterprise 12345/securityclassification-6vmvochwuwo`.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add classification to folder
Adds a classification to a folder by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/folders/:id/enterprise 12345/securityclassification-6vmvochwuwo`.
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.
Add domain to list of allowed collaboration domains
Creates a new entry in the list of allowed domains to allow collaboration for.
Add initial classifications
When an enterprise does not yet have any classifications, this api call initializes the classification template with an initial set of classifications. if an enterprise already has a classification, the template will already exist and instead an api call should be made to add additional classifications.
Add or update user avatar
Adds or updates a user avatar.
Add shared link to file
Adds a shared link to a file.
Add shared link to folder
Adds a shared link to a folder.
Add shared link to web link
Adds a shared link to a web link.
Connect any two apps with Notis in the middle.
Fireflies and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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