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Notis

Keep signer details current after the call

Handle ownership changes before the document reaches the wrong inbox.

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

Update Document Recipient

Tool to update a recipient's details (name, email, role) on a document. Use after confirming document and recipient IDs. Provide at least one field to update.

Why this helps

Signer changes discussed verbally are often missed in the active document.

  • Prevent misdirected signing requests
  • Capture role changes promptly
  • Reduce manual document maintenance

Setup

Build it in a few focused steps.

  • 1Connect Fireflies and Docnify in Notis once.
  • 2Create an automation for signer detail changes.
  • 3Tell Notis to detect an explicit recipient change, verify document and recipient IDs, and update the recipient.
  • 4Pick the Fireflies Transcription Complete trigger and choose a report channel.
  • 5Test with one transcript and verify the updated details.

Questions about this workflow

Which recipient details can change?

The action supports updating name, email, or role when the transcript provides the change.

What if the recipient cannot be identified?

Notis can report the missing identifier for manual review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Fireflies triggers

Docnify actions

Recurring trigger

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

TriggerScheduled

Add Document Recipient

Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Document Fields

Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.

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

Delete Document

Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.

ActionInstant

Delete Document Field

Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.

ActionInstant

Delete document recipient

Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.

ActionInstant

Get Document

Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.

ActionInstant

Get Template

Tool to fetch a specific template by its ID. Use to view a template's details and metadata.

ActionInstant

List Documents

Tool to list documents in the Docnify account.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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