Find document templates mentioned in meeting follow-ups
When a call creates a document follow-up, bring the available Elorus templates into view before you prepare the next step.
Trigger
Transcription Complete Trigger
Triggers when a transcript is complete.
Action
Get Templates
Retrieve templates for invoices, estimates, and other business documents.
Why this helps
Document requests can be easy to lose among meeting notes, leaving you to search for the right template later.
- Connect a document request to the available Elorus templates.
- Save time locating templates after a meeting.
- Review the template options before preparing or sending a document.
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 name it for document template lookups.
- 3In one instruction, tell Notis to retrieve Elorus document templates when the transcript requests a proposal or billing document and summarize options for review.
- 4Pick Fireflies Transcription Complete and choose a report destination.
- 5Test with a transcript that includes a clear document request.
Questions about this workflow
Does this generate or send a document?
No. It retrieves the available templates for review.
Can it select a template based on client requirements?
It can summarize the request and template options, but you should confirm the right one.
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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