Start your review with prospect insights in hand
Set a recurring review for the prospects you choose. Notis requests Autobound insights and prepares a short summary for your report channel.
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
Starting a prospect review from a blank page makes it harder to focus attention on the work that matters.
- Begin a regular review with ranked insights already gathered.
- Focus the review on a user-defined prospect set.
- Get a concise report in the channel you choose.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Autobound once in the Notis portal.
- 2Create an automation that reviews your chosen prospects and summarizes Autobound insights.
- 3Choose a Notis recurring schedule and the channel for run reports.
- 4Test with one real prospect before relying on the recurring run.
Questions about this workflow
How are prospects selected?
Define the prospect set in your instruction or provide it for each run. Do not assume an Affinity trigger or an unsupported selection screen.
Can the workflow compare prospects over time?
Only if you supply the needed history or baseline. Otherwise it summarizes the insights returned for the current run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Autobound. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Autobound, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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