See the customer context behind the latest call
Keep the latest customer conversation connected to what your team has already recorded.
Trigger
Transcription Complete Trigger
Triggers when a transcript is complete.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
Customer context gets scattered when call notes and indexed records are searched separately.
- Bring relevant indexed history into call follow-up.
- Search by customer or discussion topic from the transcript.
- Keep the workflow read-only in Elasticsearch.
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Elasticsearch once in Notis.
- 2Create an automation from the portal or any Notis channel.
- 3In one instruction, ask Notis to extract customer names and key topics, then search the existing customer or notes index for matching records.
- 4Pick Fireflies Transcription Complete as the trigger and choose where run reports go.
- 5Test with a real customer call and check that the query targets the intended index.
Questions about this workflow
Does this workflow know my customer index name?
Only if you provide it or establish it first. Notis can use the List Indices action in a separate automation to discover available index names.
Will it update customer records?
No. The listed Elasticsearch actions support searching, listing indices, reading mappings, and pinging the cluster.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Elasticsearch. A trigger fires from one place; an action lands in another.
Fireflies triggers
Elasticsearch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Index Schema
View the structure and field mappings of an index.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Indices
Lists available Elasticsearch indices.
Transcription Complete Trigger
Triggers when a transcript is complete.
Query Index
Searches an Elasticsearch index for documents.
Ping Cluster
Pings the cluster to check its connectivity and health.
Connect any two apps with Notis in the middle.
Fireflies and Elasticsearch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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