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Create a clean agreement copy for a new scope

Start the next agreement from a known baseline without overwriting the original.

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

Duplicate Document V2

Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.

Why this helps

New scopes lead to risky edits on the original agreement or manual recreation.

  • Protect the original agreement
  • Start from a proven document
  • Reduce document recreation work

Setup

Build it in a few focused steps.

  • 1Connect Fireflies and Documenso in Notis.
  • 2Create an automation named Duplicate for confirmed new scope.
  • 3Tell Notis to identify the source document and duplicate it only when a new scope is explicitly confirmed.
  • 4Pick Fireflies Transcription Complete as the trigger.
  • 5Choose a report channel and test with one scope-change transcript.

Questions about this workflow

Does it alter the original?

No. It creates an exact copy through Documenso Duplicate Document.

Can it rename the copy?

Pair it with a separate update workflow if a new name is explicitly decided.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Fireflies triggers

Documenso actions

Recurring trigger

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

TriggerScheduled

Create Embedding Presign Token V2 Beta

Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.

ActionInstant

Webhook trigger

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

TriggerInstant

Delete Document Fields

Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.

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 Template

Tool to delete a template by ID.

ActionInstant

Distribute Document V2

Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.

ActionInstant

Download Signed Document

Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.

ActionInstant

Duplicate Document V2

Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.

ActionInstant

Find Documents V2

Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.

ActionInstant

Get Template

Tool to fetch a template by ID.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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