Make every demo promise easy to follow up
Ask Notis to pull out unanswered questions and promised demo follow-ups from completed transcripts and turn them into Salesforce tasks.
Trigger
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
A product question or demo promise can be forgotten when the meeting ends and the transcript is not reviewed promptly.
- Track open product questions after a demo.
- Capture promised demonstrations or answers as tasks.
- Give sales and product teams clear follow-up context.
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Salesforce once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, ask Notis to create tasks for unanswered questions or explicit demo promises and include concise supporting context.
- 4Pick the Fireflies Transcription Complete trigger and choose where run reports should go.
- 5Test with a demo transcript containing a clear unanswered question or promise and review the task.
Questions about this workflow
Will it know whether a question was answered later in the call?
It can analyze the transcript for an answer in that conversation. It cannot know whether the question was resolved elsewhere unless that information is provided.
Can it create one task per question?
Yes. Ask Notis to create distinct tasks for separate follow-ups and avoid tasks for questions that were answered during the meeting.
Can it assign the task to a product specialist?
Only when the relevant Salesforce user is identifiable from available information. Otherwise, ask it to report that an owner needs to be chosen.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Salesforce. A trigger fires from one place; an action lands in another.
Fireflies triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Fireflies and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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