Reset pipeline focus each quarter
Refresh your ranked account view before the next quarter starts so old assumptions do not steer the plan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Insights
Tool to generate ranked prospect or company insights. Use after resolving identifiers to retrieve the most relevant insights.
Why this helps
Pipeline plans carry stale assumptions when account research is only refreshed reactively.
- Creates a deliberate refresh point
- Surfaces current ranked insights
- Supports cleaner quarterly planning
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Autobound in Notis once.
- 2Create an automation for the quarterly pipeline reset.
- 3Tell Notis which pipeline account identifiers to review and request fresh ranked Autobound insights.
- 4Choose notis_cron, set the quarterly schedule, and select a report channel.
- 5Run one real reset to verify the account scope.
Questions about this workflow
Does this preserve prior quarter results?
Not automatically. Supply a prior baseline if you want comparison in the report.
What accounts are refreshed?
The accounts and identifiers you provide in the automation context.
Why run this quarterly?
It gives planning a recurring point to revisit account relevance and attention.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Autobound. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Autobound actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate Insights
Tool to generate ranked prospect or company insights. Use after resolving identifiers to retrieve the most relevant insights.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate Personalized Content
Tool to generate hyper-personalized sales content. Use after confirming contact and user details.
Connect any two apps with Notis in the middle.
0CodeKit and Autobound, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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