Schedule a focused review of proposal accounts
A recurring account review can help you spot which proposal conversations deserve attention. Ask Notis to use available ActiveMerge proposal context and resolved identifiers for an Autobound insights run.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Insights
Generate ranked insights about prospects or companies.
Why this helps
Proposal follow-up can slip when account reviews depend on remembering to open documents and research prospects one by one.
- Create a recurring prompt to review proposal accounts.
- Use ranked insights to support account prioritization.
- Reduce manual context switching during sales reviews.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Autobound once in Notis.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe the proposal-account review and ask for ranked insights using available resolved identifiers.
- 4Choose a recurring schedule and the channel for run reports.
- 5Test with one real proposal account and confirm the identifiers are available.
Questions about this workflow
What can this scheduled workflow review?
It can request insights for proposal accounts when their context and resolved prospect or company identifiers are available to the automation.
Can the schedule find accounts if no proposal data is available?
No. The workflow needs accessible proposal context and resolved identifiers to make a grounded insight request.
What does Autobound return?
Generate Insights retrieves ranked prospect or company insights.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Autobound. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Autobound actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate Insights
Generate ranked insights about prospects or companies.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate Personalized Content
Generate personalized sales content for a contact.
Connect any two apps with Notis in the middle.
ActiveMerge and Autobound, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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