Create deal review reports from sales calls
Capture buying signals, objections, and next steps while the conversation is still fresh.
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
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Why this helps
Sales teams lose deal context when call notes are inconsistent or written hours later.
- Standardizes deal inspection
- Surfaces objections
- Keeps next steps visible
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Carbone in Notis once.
- 2Create the automation in Automations with a clear name and prompt.
- 3Tell Notis to turn each completed sales transcript into a deal review covering need, objections, stakeholders, commitments, and next action.
- 4Pick the Fireflies Transcription Complete trigger and choose the report destination.
- 5Test with one completed sales call.
Questions about this workflow
Can the report focus on objections?
Yes. State the sections and analysis you want in the plain language prompt.
Does this require a CRM integration?
No CRM event is required for this workflow; it uses the completed Fireflies transcript and Carbone report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Carbone. A trigger fires from one place; an action lands in another.
Fireflies triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Tool to delete a template from the carbone server. use after confirming you have the correct template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Tool to download a template from carbone by template id. use when you need to retrieve the original template file.
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.
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
Get Carbone Server Status
Tool to retrieve the current status and health of the carbone server. use before generating reports to ensure the service is operational.
Set Carbone API Version
Tool to set the carbone api version to be used for subsequent requests. use before rendering or managing templates to ensure correct version is applied.
Upload a template
Tool to upload a template to the carbone server. use when you need to add or replace a template by providing its content.
Connect any two apps with Notis in the middle.
Fireflies and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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