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Check Docsumo document type readiness after every meeting

Turn meeting decisions into an immediate check of which Docsumo document types are enabled.

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 Enabled Document Types

Tool to retrieve enabled document types summary for the user.

Why this helps

Teams leave meetings with document intake plans but still need to verify whether the required document types are enabled.

  • Reduce follow-up after document planning meetings
  • Spot unsupported intake needs early
  • Keep decisions connected to execution

Setup

Build it in a few focused steps.

  • 1Connect Fireflies and Docsumo in the Notis portal.
  • 2Create a new automation and describe that completed transcripts should trigger a check of enabled Docsumo document types for every document type mentioned.
  • 3Pick Fireflies Transcription Complete as the trigger.
  • 4Choose a report channel, then test with one real planning transcript.

Questions about this workflow

What starts this workflow?

A completed or updated Fireflies transcription starts it.

What does Docsumo return?

It returns a summary of document types enabled for the user.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Fireflies triggers

Docsumo actions

Recurring trigger

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

TriggerScheduled

Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

ActionInstant

Webhook trigger

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

TriggerInstant

Get User Document Types

Tool to list available user document types and user info. use when you need to discover all supported document classifications and user limits.

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

MCA Analysis

Tool to perform merchant cash advance (mca) analysis on bank statements. use when you need a month-by-month breakdown of account credits, debits, and balances after documents are processed.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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