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Add meeting expense decisions to Coupa expense reports

Keep finance context attached to the expense report while the meeting is still fresh.

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

Add Comment to Expense Report

Tool to add a comment to an expense report. Use when you need to add notes or feedback to an existing expense report.

Why this helps

Expense decisions get buried in transcripts and reviewers lack the context they need.

  • Preserve decisions beside the expense record
  • Reduce follow-up messages
  • Give approvers clear meeting context

Setup

Build it in a few focused steps.

  • 1Connect Fireflies and Coupa in Notis once.
  • 2Create an automation named Meeting expense notes.
  • 3Tell Notis to find expense decisions in each completed transcript and add a concise comment to the matching Coupa expense report.
  • 4Pick the Fireflies Transcription Complete trigger.
  • 5Choose where run reports go, then test with one real transcript and expense report.

Questions about this workflow

How does Notis find the right expense report?

Tell it which identifiers or matching clues to use; if the transcript lacks them, Notis reports the missing information.

Can it include every discussion detail?

You can ask for a short decision summary so the Coupa comment stays review friendly.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Fireflies triggers

Coupa actions

Recurring trigger

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

TriggerScheduled

Abandon Invoice

Tool to abandon an invoice. Use when an invoice is invalid and needs to be abandoned. Invoice once abandoned cannot be reversed.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Account

Tool to create a Coupa account. Use when you need to provision a new general ledger account with a specific chart-of-accounts type and code segments.

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 Accounts

Tool to list accounts from Coupa. Use when you need to retrieve account IDs and codes with optional filters and pagination.

ActionInstant

Get Recent Accounts

Tool to retrieve recently accessed accounts from Coupa. Use when you need to view accounts that the user has recently interacted with.

ActionInstant

Get Account

Tool to retrieve a specific account by ID. Use when you need detailed account information including segments, type, and status.

ActionInstant

Update Account

Tool to update an existing Coupa account. Use when you need to modify account information including account type, activation status, code segments, and display name.

ActionInstant

List Account Types

Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.

ActionInstant

Get Account Type

Tool to retrieve a specific account type by ID. Use when you need detailed information about a chart of accounts.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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