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Create a CommCare lookup table from a meeting

Make approved reference data available in CommCare without rebuilding it by hand.

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 Lookup Table

Tool to create a new lookup table in a CommCare domain. Use when you need to set up reference data structures like product catalogs, price lists, or configuration tables. Requires 'Edit Apps' permission.

Why this helps

Reference data agreed in meetings sits in notes until someone manually creates the table.

  • Shortens setup time for new reference data
  • Preserves the decision context
  • Creates a reusable CommCare structure

Setup

Build it in a few focused steps.

  • 1Connect Fireflies and CommCare once in Notis.
  • 2Create an automation for approved reference data.
  • 3Tell Notis to identify the finalized entries and create the CommCare lookup table.
  • 4Select the transcription complete trigger and report channel.
  • 5Test with a transcript containing a small approved catalog.

Questions about this workflow

What can the lookup table contain?

Use it for reference structures such as product catalogs, price lists, or configuration values discussed in the transcript.

What permission is required?

CommCare requires Edit Apps permission to create a lookup table.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Fireflies triggers

CommCare actions

Recurring trigger

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

TriggerScheduled

Create Lookup Table

Tool to create a new lookup table in a CommCare domain. Use when you need to set up reference data structures like product catalogs, price lists, or configuration tables. Requires 'Edit Apps' permission.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Web User Invitation

Tool to create an invitation for a new web user in CommCare. Use when you need to invite a user with specific role and permissions. Requires 'Edit Web Users & Edit Access API' permissions.

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

List Reports

Tool to retrieve available reports configured in a CommCare project. Use when you need to discover what reports exist before downloading report data via the Download Report Data API.

ActionInstant

Single Sign On

Tool to validate login credentials and retrieve user profile for a mobile worker or web user. Use when you need to authenticate a user and obtain their profile information including roles, permissions, locations, and configuration details.

ActionInstant

Submit Form to CommCare

Tool to submit an XForm to CommCare following the OpenRosa standard. Use when you need to submit form data with complete XML including required metadata fields (deviceID, timeStart, timeEnd, username, userID, instanceID).

ActionInstant

Submit Form ODK Compatible

Tool to submit form data using ODK-compatible endpoint for Android client compatibility. Use when submitting XForm data to CommCare. Requires properly formatted XML with metadata including unique instanceID.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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