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Record follow-up milestones from meeting transcripts

Make every promised check-in visible. Notis can record dates and milestones stated clearly in completed Fireflies calls.

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 Person Historic Event

Tool to create a new historic event for a specific person. use after confirming person id to record dates like birthdays, anniversaries, or other milestones.

Why this helps

People agree on a date during a call, then the commitment disappears into a transcript.

  • Keep commitments attached to people
  • Make follow-up dates easier to find
  • Reduce dropped promises

Setup

Build it in a few focused steps.

  • 1Connect Fireflies and Centralstationcrm in Notis.
  • 2Create a new automation and name it.
  • 3Tell Notis to create a historic event only for an explicit date or milestone tied to a clearly identified person.
  • 4Choose the Fireflies Transcription Complete trigger and a report channel.
  • 5Test it with one real completed transcript.

Questions about this workflow

Can this capture birthdays or anniversaries?

Yes, if they are explicitly mentioned and you specify the event type in the instruction.

What if no date is stated?

Notis leaves the record unchanged and reports that no explicit date was available.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Fireflies to Centralstationcrm. A trigger fires from one place; an action lands in another.

Fireflies triggers

Centralstationcrm actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Check Connection

Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Count People

Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"

ActionInstant

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.

TriggerPolling

Create Company

Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.

ActionInstant

Create Deal

Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.

ActionInstant

Create Person

Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.

ActionInstant

Create Person Address

Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.

ActionInstant

Create Person Assistant

Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.

ActionInstant

Create Person Avatar

Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.

ActionInstant

Connect any two apps with Notis in the middle.

Fireflies and Centralstationcrm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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