Find expense records tied to a client discussion
When a meeting raises a project cost or reimbursement question, search Elorus expenses and bring the matching records into your follow-up.
Trigger
Transcription Complete Trigger
Triggers when a transcript is complete.
Action
List Expenses
Searches expenses and returns one paginated page of summaries.
Why this helps
Expense details mentioned during project calls can be hard to reconcile later with the records needed for billing or reporting.
- Search expenses when an expense question appears in a completed transcript.
- Review likely records before making a billing or reimbursement decision.
- Keep the meeting context with the expense search results.
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 expense reviews.
- 3In one instruction, tell Notis to search Elorus expenses when the transcript contains an expense or reimbursement follow-up and report potential matches without changing records.
- 4Pick Fireflies Transcription Complete and choose where reports should arrive.
- 5Test with a transcript that names a cost, project, or reimbursement.
Questions about this workflow
Will this create or update an expense?
No. It searches and returns expense summaries only.
Can it identify an expense from a vague mention?
It should report when the transcript lacks enough detail to find a reliable match rather than guess.
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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