Create a Docupilot project folder after kickoff
Start project paperwork in a dedicated folder while goals and scope are still clear.
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
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Why this helps
Kickoff decisions are fresh for a moment, then project setup gets delayed and documents land in inconsistent places.
- Shortens the gap between kickoff and project setup
- Preserves the agreed project language
- Creates a repeatable start for each engagement
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Docupilot once in the Notis portal.
- 2Create the automation and describe how Notis should extract the project name from a kickoff transcript and create a Docupilot folder.
- 3Pick the Fireflies Transcription Complete trigger.
- 4Choose a report channel and test with one real kickoff transcript.
Questions about this workflow
What if the transcript has several possible project names?
Tell Notis to report the ambiguity instead of creating a folder until you confirm the name.
Does this generate project documents?
No. It creates the Docupilot folder so later document work has a clear destination.
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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