Check Callingly agents before assigning follow-up
Know who can take the next conversation before you assign it.
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
List Users
Tool to retrieve a list of agents. use when you need to see all agents available under the authenticated account, optionally filtering by a specific client account.
Why this helps
Follow-up stalls when nobody checks which agents are available for the prospect or request.
- Makes assignment decisions faster
- Uses transcript context to guide routing
- Reduces manual agent list checks
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Callingly in Notis.
- 2Create an automation describing the agent review outcome.
- 3Tell Notis to identify the follow-up type in each completed transcript and list Callingly agents relevant to the request.
- 4Select the Fireflies transcription trigger and a report channel.
- 5Test with a transcript that contains a clear assignment need.
Questions about this workflow
Does this assign an agent automatically?
No. It lists agents for review unless you explicitly add a separate supported action.
Can the prompt include team or client clues?
Yes. Tell Notis which transcript details should guide the agent search.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Callingly. A trigger fires from one place; an action lands in another.
Fireflies triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Activate/Deactivate Client Account
Tool to activate or deactivate a client account. use when you need to toggle client access after onboarding or offboarding. example: "activate client 123" or "deactivate client 456".
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to register an agent in callingly after gathering their account id and contact details.
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.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Create Webhook
Tool to create a new webhook for call or lead events. use when you need to receive real-time notifications on specific events. example: "create a webhook for call completed events to http://example.com/callback".
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Delete Client
Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.
Connect any two apps with Notis in the middle.
Fireflies and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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