Create a client intake form from every completed meeting transcript
Stop rebuilding intake forms after discovery calls. Let Notis extract the requirements and create a ready-to-send Byteforms form.
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
Important requirements stay buried in transcripts, so follow-up forms take too long to create and often miss key questions.
- Capture requirements while the conversation is fresh
- Reduce manual form drafting
- Create consistent discovery follow-up
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Byteforms in Notis once.
- 2Create a new automation and name it for client intake follow-up.
- 3Tell Notis to read each completed transcript, identify missing client inputs, and create a Byteforms intake form.
- 4Pick the Fireflies Transcription Complete trigger and choose where run reports should go.
- 5Test with one completed client transcript and review the created form.
Questions about this workflow
What does Notis use from the meeting?
It uses the completed Fireflies transcript and the requirements discussed in that meeting.
Can I review the form before sending it?
Yes. The workflow creates the Byteforms form, and you can review it before sharing.
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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No card. Works with personal or business Byteforms.