Check your Daffy balance every week
Know what is available before charitable planning begins.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
Planning from an outdated balance creates avoidable rework and hesitation.
- Keeps planning grounded in current funds
- Removes manual balance checks
- Creates a predictable weekly review
Setup
Build it in a few focused steps.
- 1Connect Daffy in the Notis portal.
- 2Create a new scheduled automation for balance checks.
- 3Tell Notis to retrieve the authenticated Daffy fund balance and summarize it for weekly planning.
- 4Pick a recurring Notis schedule.
- 5Choose a report channel and test with one real balance check.
Questions about this workflow
Can I choose the day?
Yes. Pick the recurring schedule that fits your planning routine.
Does it create gifts?
No. It retrieves and reports the balance.
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.
Create Gift
Tool to create a new charitable gift. use when you have recipient details and amount ready.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
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.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
Get User Causes
Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.
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
Save your first hour today.
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No card. Works with personal or business Daffy.