Create a weekly customer evidence packet
Bring customer evidence into your review with less preparation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Why this helps
Customer themes are harder to act on when supporting call material is scattered.
- Pairs findings with source evidence
- Speeds weekly customer reviews
- Creates a reusable record for product decisions
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Docugenerate once in Notis.
- 2Create an automation describing the weekly evidence packet.
- 3Pick a recurring Notis schedule.
- 4Choose where the PDF link and report should go.
- 5Test with one week's customer call data.
Questions about this workflow
What evidence can be embedded?
Specify the available files or transcript excerpts that should accompany the generated PDF.
Can it focus on one theme?
Yes, include the theme and supplied transcript scope in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Docugenerate. A trigger fires from one place; an action lands in another.
Fireflies triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
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.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Connect any two apps with Notis in the middle.
Fireflies and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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