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Notis

Review related Daffy gifts after every meeting

Bring giving history into the follow-up while decisions are 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

Get Gifts

Tool to retrieve a list of gifts. use when you need to page or filter gifts.

Why this helps

Teams discuss existing gifts without checking their current status or details.

  • Connects meeting decisions to existing gifts
  • Highlights relevant gift records
  • Improves follow-up quality

Setup

Build it in a few focused steps.

  • 1Connect Fireflies and Daffy in the Notis portal.
  • 2Create a new automation for gift review.
  • 3Tell Notis to extract gift codes, nonprofit names, or initiatives from each completed transcript, retrieve matching Daffy gifts, and summarize them.
  • 4Pick the Fireflies Transcription Complete Trigger.
  • 5Choose a report channel and test with a meeting that references an existing gift.

Questions about this workflow

What if no matching gift exists?

Notis should report that no related gift was found.

Can it change an existing gift?

This workflow retrieves and summarizes gifts; it does not modify them.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Fireflies triggers

Daffy actions

Recurring trigger

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

TriggerScheduled

Create Gift

Tool to create a new charitable gift. use when you have recipient details and amount ready.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Balance

Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.

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

Get Contributions

Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.

ActionInstant

Get Donations

Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.

ActionInstant

Get Gift by Code

Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.

ActionInstant

Get Gifts

Tool to retrieve a list of gifts. use when you need to page or filter gifts.

ActionInstant

Get Non-Profit by EIN

Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.

ActionInstant

Get User Causes

Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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