Review partner mentions each week
Keep supplier and customer commitments visible after the conversations end.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
BoxHero - List Partners
Tool to list partners (suppliers and customers). Use when retrieving partner information with optional type filtering and pagination.
Why this helps
Partner follow-ups get lost when meeting notes and operational records live apart.
- Reduce missed partner follow-ups
- Keep external commitments visible
- Make weekly planning faster
Setup
Build it in a few focused steps.
- 1Connect Fireflies and BoxHero in Notis.
- 2Create an automation named Weekly partner review.
- 3Tell Notis to scan recent Fireflies transcripts for supplier or customer mentions and retrieve matching BoxHero partners.
- 4Pick a weekly Notis schedule.
- 5Choose where reports go and test with one sample week.
Questions about this workflow
Can it focus only on suppliers?
Yes, specify supplier or customer partners in the instruction.
Will it contact partners?
No. It only retrieves partner information for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Boxhero. A trigger fires from one place; an action lands in another.
Fireflies triggers
Boxhero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Item
Tool to delete a specific item (barcode) by its ID. Use when you need to remove an item from the inventory.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
BoxHero - Delete Location
Tool to delete a specific warehouse location by its ID. Use when you need to remove a location from the system.
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.
Get Item
Tool to retrieve a specific item (barcode) by ID. Use when you need detailed information about a single item including its attributes, pricing, and inventory quantities.
Get Item Attribute
Tool to retrieve a specific item attribute by ID. Use when you need to get detailed information about an item attribute specification.
Get Location
Tool to retrieve a specific location by ID. Use when you need detailed information about a particular warehouse location including its name, quantity, and notes.
Get Member
Tool to retrieve a specific team member by ID. Use when you need to get details about a particular member.
Get Linked Team Info
Tool to get information about the linked team and its mode. Use when you need to retrieve the currently linked team details.
BoxHero - List Basic Transactions
Tool to list basic inventory transactions. Use when you need a high-level overview of in/out/move transactions.
Connect any two apps with Notis in the middle.
Fireflies and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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