Find estimates mentioned in meeting follow-ups
Keep a promised estimate follow-up from slipping. Use the meeting transcript to look up relevant Elorus estimates and review the results.
Trigger
Transcription Complete Trigger
Triggers when a transcript is complete.
Action
Get Estimates
Retrieve estimates.
Why this helps
After several client calls, estimate status requests can get lost among transcripts, messages, and billing records.
- Turn an estimate status request into a targeted record lookup.
- Review existing estimates before preparing a client response.
- Keep the transcript request attached to the result.
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 estimate follow-ups.
- 3In one instruction, ask Notis to retrieve Elorus estimates when the transcript requests an estimate status check and summarize possible matches for review.
- 4Select Fireflies Transcription Complete and choose where run reports go.
- 5Test with a transcript that mentions an estimate follow-up.
Questions about this workflow
Does this create an estimate?
No. The available action retrieves estimates; it does not create or modify them.
What details help it find a match?
A client name, estimate reference, or other identifier stated in the transcript helps. If those details are missing, the workflow should report that.
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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