Prepare checked prospect outreach on a schedule
Set aside a regular moment to turn supplied prospect details into checked, reviewable email drafts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Email
Why this helps
Prospect research and first-draft writing compete with the work that moves the business forward.
- Prepare email drafts from prospect information available to the workflow.
- Check supplied contact details with Addressfinder first.
- Keep messages unsent until reviewed.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to verify available prospect details with Addressfinder and create unsent Close email drafts for the prospects that meet your stated criteria.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real prospect example and review the draft in Close.
Questions about this workflow
Can Notis find prospects by itself?
The listed Close actions do not include a lead or contact search action. Provide the prospects through an available input source or specify records already made available to the workflow.
Are the emails sent automatically?
This workflow is for drafts. State clearly that Notis should leave every email unsent for human review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Close. A trigger fires from one place; an action lands in another.
Addressfinder triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
Addressfinder and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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