Open an editable weekly client review
Start your weekly client review with recent context already organized.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Client reviews take longer when the latest conversations must be gathered first.
- Prepare reviews faster
- Keep human approval
- Use a consistent format
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Craftmypdf in Notis once.
- 2Create an automation named Weekly client review editor.
- 3Tell Notis to prepare an editable client review draft from recent meeting information, including progress, risks, decisions, and next steps, then open the Craftmypdf editor session.
- 4Pick a weekly Notis cron trigger and report channel.
- 5Run one test schedule and edit the resulting session.
Questions about this workflow
Is the weekly document finalized automatically?
No. The editor session lets you review and adjust it first.
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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