Create invoice drafts from confirmed meeting details
Capture the billing decision while it is fresh. Notis can use a completed Fireflies transcript to prepare an Elorus invoice draft from the details discussed.
Trigger
Transcription Complete Trigger
Triggers when a transcript is complete.
Action
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Why this helps
After a client call, invoice details can get buried in meeting notes, leaving billing for later and increasing the chance of omissions.
- Turn confirmed billing decisions into a draft while the call is still easy to review.
- Keep invoice creation in Elorus without copying details out of meeting notes.
- Flag missing client or billing details for follow-up instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, tell Notis to prepare an Elorus invoice draft only when the transcript confirms the client, services, amounts, and billing terms, and to ask for missing details.
- 4Pick the Fireflies Transcription Complete trigger and choose where run reports go.
- 5Test with one real transcript and review the resulting draft.
Questions about this workflow
Will this issue the invoice automatically?
The action creates an invoice. Tell Notis to prepare a draft and have a person review it before issuing or sending.
What if the transcript does not include a client or amount?
Tell Notis to report the missing details and wait for clarification rather than infer them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Elorus. A trigger fires from one place; an action lands in another.
Fireflies triggers
Elorus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Expense
Creates an expense from categorized line items.
Transcription Complete Trigger
Triggers when a transcript is complete.
CREATE_PRODUCT
Create a product or service in the catalog.
Email Invoice
Email an existing invoice to selected contacts.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Get Contacts
Retrieve your contacts.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Fireflies and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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