See recent customer conversations in one scheduled report
Bring recent indexed customer conversation records into a single review, on your schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
Customer discussions can be spread across records, making it difficult to catch up on recent conversations quickly.
- Review recent matching records in one report.
- Focus the query on your actual customer index and date fields.
- Reduce repetitive manual searches.
Setup
Build it in a few focused steps.
- 1Connect Elasticsearch once in Notis.
- 2Create an automation from the portal or any Notis channel.
- 3In one instruction, ask Notis to query your specified customer conversation index for records in the chosen recent time range and summarize them.
- 4Pick a Notis schedule and choose where run reports go.
- 5Test with one run and confirm the query returns the intended customer records.
Questions about this workflow
Does this pull customer conversations directly from Fireflies?
No. This scheduled workflow queries Elasticsearch records already stored in the specified index.
What if the index has no date field?
The query cannot apply a date range without an appropriate indexed field. Use fields that exist in your mapping.
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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