Prepare renewals from Fireflies meeting transcripts
Keep renewal commitments visible before the deadline arrives.
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 Task
This tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.
Why this helps
Renewal requirements and dates are discussed in calls but are hard to find later.
- Captures stated renewal requirements
- Keeps deadline driven work visible
- Reduces last minute preparation
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Close in the Notis portal.
- 2Create a new automation and give it a clear name.
- 3Tell Notis to find explicit renewal dates, requirements, and blockers in completed transcripts and create a Close task for each preparation item.
- 4Pick the Fireflies Transcription Complete trigger and choose where reports should be sent.
- 5Test with a recent renewal planning transcript.
Questions about this workflow
Can it invent a renewal date from context?
No. It uses a date only when the transcript states one or reports that the date is missing.
What if a transcript covers several renewals?
Notis can create separate tasks for each clearly identified renewal item.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Close. A trigger fires from one place; an action lands in another.
Fireflies triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
This tool creates a new sms message in close. the tool allows sending immediate sms messages or logging received sms messages using the provided phone numbers and message content. it includes parameters such as local phone, remote phone, text, status, and source.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a new call record in close.com. this tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead id, direction, and optional support for contact id, phone, duration, note, recording url, and user id.
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 Lead
This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.
Create Task
This tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.
Delete Call
This tool allows you to delete a specific call activity in close.com. it is useful for removing incorrectly logged calls or cleaning up call records. the action deletes a call activity using its unique call id and cannot be undone.
Get Notes
This tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ranges. the tool returns details such as note content, creation and update dates, and any associated attachments.
Connect any two apps with Notis in the middle.
Fireflies and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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