Keep client training accounts aligned with calls
Give every client conversation a clear training account context.
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
Get Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Why this helps
Client training requests get buried in call notes and are hard to tie back to the right organization.
- Match conversations to client organizations
- Surface account-specific training needs
- Create a concise report for account owners
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Coassemble in Notis.
- 2Create a client training account review automation.
- 3Tell Notis to identify the client organization and training needs in each transcript, then retrieve relevant Coassemble clients.
- 4Select the Transcription Complete trigger and report destination.
- 5Test with one client call transcript.
Questions about this workflow
Can this handle several client names in one call?
Yes. Notis can retrieve multiple likely client records and explain the evidence for each match.
Does it change client records?
No. The available action only retrieves client records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Coassemble. A trigger fires from one place; an action lands in another.
Fireflies triggers
Coassemble actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Courses
Tool to retrieve all courses with optional filters and pagination. use when you need to list courses after setting identifier and client identifier, and control page size and number.
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.
Get Trackings
Tool to retrieve tracking objects with filters. use when you need to fetch learner progress data filtered by course id, date range, identifier, or completion status.
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
Connect any two apps with Notis in the middle.
Fireflies and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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