Find the Docupilot folder for a renewal meeting
Keep renewal work attached to the customer workspace that already holds its history.
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
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Why this helps
Renewal conversations often lead to duplicate folders because the existing customer workspace is hard to locate quickly.
- Avoids duplicate customer folders
- Keeps renewal context with prior work
- Makes the next filing step obvious
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Docupilot once in the Notis portal.
- 2Create the automation and instruct Notis to detect renewal or expansion context, list Docupilot folders, and report the best existing match.
- 3Pick the Fireflies Transcription Complete trigger.
- 4Choose a report channel and test with one renewal transcript.
Questions about this workflow
What happens when no folder matches?
Notis reports that no clear match was found so you can decide whether to create one.
Can it use customer aliases?
Yes. Include known aliases or naming rules in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Docupilot. A trigger fires from one place; an action lands in another.
Fireflies triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
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.
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Connect any two apps with Notis in the middle.
Fireflies and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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