Create a proposal summary from every sales call
Move from conversation to a focused proposal outline without rewriting the call.
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 PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
Why this helps
Sales context gets lost between the call, internal planning, and proposal writing.
- Preserve buyer language
- Clarify needs and scope
- Speed proposal preparation
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Craftmypdf in Notis once.
- 2Create an automation named Sales proposal summary.
- 3In one instruction, ask Notis to extract goals, pain points, requested scope, constraints, objections, and agreed next steps into a PDF.
- 4Select the Fireflies Transcription Complete trigger and report destination.
- 5Test on one completed sales call.
Questions about this workflow
Can it separate confirmed scope from requests?
Yes. Ask for confirmed items and requested items as separate sections.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Craftmypdf. A trigger fires from one place; an action lands in another.
Fireflies triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
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.
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Connect any two apps with Notis in the middle.
Fireflies and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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