Reconcile meeting clients with Clientary weekly
See which companies appeared in meetings but are missing from your Clientary records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Clients
Tool to retrieve all clients with pagination support (10 results per page). Use when you need to fetch a list of clients from Clientary with optional filtering by modification date or custom sorting.
Why this helps
Client records drift because account changes are discovered in conversations instead of a system review.
- Spot missing client records
- Find account details that need review
- Keep CRM coverage aligned with real conversations
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Clientary in Notis once.
- 2Create an automation named Weekly client reconciliation.
- 3Tell Notis to review recent Fireflies transcripts, compare companies and contacts with Clientary clients, and report likely missing or inconsistent records without guessing.
- 4Choose a weekly Notis cron trigger and a report channel.
- 5Test it against the previous week's meetings.
Questions about this workflow
Will it create records automatically?
The default instruction reports candidates for review; you can explicitly request creation when the evidence is clear.
Can it include contact gaps?
Yes. Ask it to include clearly identified stakeholders who are absent from the matching client record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Clientary. A trigger fires from one place; an action lands in another.
Fireflies triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
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 Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Fireflies and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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