Generate a vendor onboarding form from the call
Capture vendor setup requirements while the context is still clear. Let Notis draft the Byteforms form from the transcript.
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
Create form
Tool to create a new form. use when you need to define and store a form structure.
Why this helps
Vendor onboarding stalls when required documents and access details are remembered late or requested piecemeal.
- Collect setup information in one pass
- Reduce back-and-forth with vendors
- Keep onboarding requirements consistent
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Byteforms in Notis once.
- 2Create an automation named vendor onboarding capture.
- 3Instruct Notis to create a Byteforms onboarding form from each completed transcript, using only discussed requirements and flagging missing details.
- 4Select the Transcription Complete trigger and set the report destination.
- 5Test with one vendor onboarding call.
Questions about this workflow
Does it include document requests?
It can include document questions when those requests appear in the transcript.
Can missing requirements be highlighted?
Yes. Ask Notis to include questions for requirements that were not answered.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Byteforms. A trigger fires from one place; an action lands in another.
Fireflies triggers
Byteforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create form
Tool to create a new form. use when you need to define and store a form structure.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Form
Tool to delete a form by its id. use when you need to remove an existing form permanently.
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 all forms
Tool to fetch all forms created by the authenticated user. use after authentication to list existing forms.
Get Form By ID
Tool to retrieve a specific form using its id. use when you need to fetch form details by providing the form's unique identifier.
Get Form Responses
Tool to retrieve responses for a specific form with optional pagination and filtering. use when the form has collected submissions and you need to navigate large result sets.
Connect any two apps with Notis in the middle.
Fireflies and Byteforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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