Create a weekly Capsule activity digest
Review the week's customer activity without opening every record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Entries By Date
Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.
Why this helps
Important activity is spread across many party timelines, making weekly review slow and inconsistent.
- Make weekly reviews faster
- Spot gaps in account activity
- Keep customer context visible in one report
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Capsule CRM in Notis once.
- 2Create an automation named Weekly Capsule activity digest for recent meetings.
- 3Tell Notis to list recent Capsule entries and completed party tasks and summarize items related to the week's meetings.
- 4Pick a recurring weekly schedule.
- 5Choose a report channel and test with the current account history.
Questions about this workflow
Can it include completed tasks?
Yes. The action lists notes, emails, and completed party tasks by entry date.
Can I limit the date range?
Yes. State the review period in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Capsule crm. A trigger fires from one place; an action lands in another.
Fireflies triggers
Capsule crm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Capsule CRM Party
Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Party
Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.
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.
List Deleted Opportunities
Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
List Entries By Date
Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.
List Organisation Employees
Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.
List Parties
Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
Connect any two apps with Notis in the middle.
Fireflies and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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