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Notis

Place a Box legal hold after a meeting decision

Make a preservation decision actionable as soon as it is recorded.

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 legal hold policy

Assign a legal hold to a file, file version, folder, or user.

Why this helps

A legal hold can be delayed when the decision remains buried in a meeting transcript.

  • Reduces delay after a preservation decision
  • Keeps the target item explicit
  • Creates a traceable operational step

Setup

Build it in a few focused steps.

  • 1Connect Fireflies and Box once.
  • 2Create an automation that assigns the named existing legal hold policy to the specified Box item after explicit transcript confirmation.
  • 3Pick Fireflies Transcription Complete as the trigger.
  • 4Choose a report channel for the result or missing details.
  • 5Test with one approved preservation transcript.

Questions about this workflow

Does this create a new legal hold policy?

No. It assigns an existing Box legal hold policy.

Can uncertain discussions be escalated instead?

Yes. Instruct Notis to report uncertainty without assigning a hold.

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.

TriggerScheduled

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`.

ActionInstant

Webhook trigger

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

TriggerInstant

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`.

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

Add domain to list of allowed collaboration domains

Creates a new entry in the list of allowed domains to allow collaboration for.

ActionInstant

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.

ActionInstant

Add or update user avatar

Adds or updates a user avatar.

ActionInstant

Add shared link to file

Adds a shared link to a file.

ActionInstant

Add shared link to folder

Adds a shared link to a folder.

ActionInstant

Add shared link to web link

Adds a shared link to a web link.

ActionInstant

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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