Research a prospect's website from WhatsApp
Capture a prospect and your question in one message. Notis can inspect the site and bring back the details you asked for.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
AI Perform Web Task
Ai automation: complex workflows only. when to use: 10+ manual steps | dynamic/unpredictable content when to avoid: simple clicks | forms | navigation | payments strategy: try once → if fails, switch to manual immediately success rate: 40% - always have manual backup ready
Why this helps
Preparing for a prospect conversation is easy to delay when context is scattered across a website and chat.
- Start research without leaving WhatsApp.
- Ask for only the details relevant to your upcoming conversation.
- Get a focused response that keeps the prospect URL in view.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Browser tool once in the Notis portal.
- 2Create an automation named Prospect Website Research.
- 3Tell Notis to use Browser tool to inspect the site URL and answer the research question in the incoming WhatsApp message.
- 4Choose a webhook trigger and configure 2chat to send the relevant incoming message to it.
- 5Choose a report channel, then test with one real prospect URL and question.
Questions about this workflow
Can I ask a specific question about the prospect?
Yes. Include the URL and a question such as what product they offer or which customer segment they describe.
Does this verify details that are not on the site?
No. It can report what it finds on the site and identify when the requested information is not available there.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Browser tool. A trigger fires from one place; an action lands in another.
2chat triggers
Browser tool actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Copy Selected Text
Copy currently selected text on the page to clipboard - ideal for extracting highlighted content, copying form data, or harvesting visible text selections.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Drag and Drop
Execute precise drag and drop operations - essential for file uploads, list reordering, element moving, and complex ui interactions that require drag-based manipulation.
Fetch Webpage Content
Your eyes: get page content for decision-making. use before: actions (find targets, understand state) use to verify: page transitions, major state changes, when actions seem to fail format: html=find elements | markdown=clean content | success rate: 99%
Get Clipboard Content
Read current content from the system clipboard - essential for data transfer workflows, extracting copied text, and reading user-copied data for processing.
Keyboard Shortcut
Execute keyboard shortcuts and key combinations - essential for copy/paste, navigation, and application commands that agents need for efficient browser automation.
Mouse Click
Precision clicker: manual clicking with coordinates. pattern: fetchwebpage(html) → find element → estimate coordinates → click → verify hints: center buttons ~(640,350) | nav/header ~y=150 | content ~y=300-500 tip: try ±50px if first click misses | success rate: 85%
Mouse Double Click
Execute a precise double click at specified screen coordinates - ideal for opening files, selecting text, or activating ui elements that require double click gestures.
Mouse Down (Press and Hold)
Press and hold mouse button at coordinates - use for starting custom drag operations, text selections, or long-press interactions. must be followed by mouseup action to complete.
Connect any two apps with Notis in the middle.
2chat and Browser tool, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Browser tool.