Turn Sales Calls into Client Update Records
After each client call, you have deal intel and context shifts. Get those into your Notion client tracker instantly, with no retyping.
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
Insert row database
Creates a new page (row) in a specified notion database.
Why this helps
Client calls contain crucial updates—deal status, objections raised, next steps promised. But you're scrambling to capture them in your CRM while the client is still on the line or right after.
- Client call intel flows into your Notion database automatically
- Deal status and next steps are recorded immediately, not days later
- Build a searchable history of every client interaction
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Notion to Notis.
- 2Create an automation: 'When a Fireflies call transcription completes, create a row in my Client Updates database with the client name, call date, summary of updates discussed, any objections mentioned, and the agreed-upon next steps.'
- 3Set the Fireflies transcription trigger.
- 4Choose your notification channel.
- 5Take a client call and verify the update appears as a row in your Notion database.
Questions about this workflow
How does Notis know which client was on the call?
It scans the transcription for the client name you mentioned during the call. If ambiguous, Notis will ask you to clarify in the automation prompt: 'The client name will be [Client A] unless mentioned otherwise.'
Can I link client updates to deal records?
Yes. Include in your prompt: 'Link this update row to the corresponding Deal record in my Deals database by matching the client name.'
What if a call had no significant updates?
Notis only creates rows for calls with material updates. Quick check-in calls without decisions or status changes won't generate rows, reducing clutter.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Notion. A trigger fires from one place; an action lands in another.
Fireflies triggers
Notion actions
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 multiple content blocks (bulk, user-friendly)
Efficiently adds multiple standard content blocks to a notion page in a single api call with automatic markdown parsing. the 'content' field in notionrichtext blocks now automatically detects and parses markdown formatting including headers (# ## ###), bold (**text**), italic (*text*), strikethrough (~~text~~), inline code (`code`), links ([text](url)), and more. ideal for bulk content creation, ai agents, and replacing multiple individual add page content calls. supports automatic text formatting, content splitting, and up to 100 blocks per request.
Add content to Notion page
Deprecated: appends a single content block to a notion page or a parent block (must be page, toggle, to-do, bulleted/numbered list, callout, or quote); invoke repeatedly to add multiple blocks.
Append complex blocks (advanced, full control)
Appends complex blocks with full notion block structure to a parent block or page. use for advanced scenarios requiring precise control: code blocks, tables, embeds, nested children within blocks, or when working with pre-built notion block objects. requires full notion api block schema - use add multiple page content for simpler content creation.
Archive Notion Page
Archives (moves to trash) or unarchives (restores from trash) a specified notion page.
Create comment
Adds a comment to a notion page (via `parent page id`) or to an existing discussion thread (via `discussion id`); cannot create new discussion threads on specific blocks (inline comments).
Create Notion Database
Creates a new notion database as a subpage under a specified parent page with a defined properties schema; use this action exclusively for creating new databases.
Create Notion page
Creates a new empty page in a notion workspace.
Delete a block
Archives a notion block, page, or database using its id, which sets its 'archived' property to true (like moving to "trash" in the ui) and allows it to be restored later.
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