Ask better discovery questions with less prep
Turn a lead's known context and your qualification criteria into a short list of useful questions.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Text Chat Completion
Generates a text completion or chat response using an AI model.
Why this helps
Sales calls lose momentum when a founder has to improvise discovery questions while reviewing lead context.
- Tailor questions to supplied lead details and qualification goals.
- Keep call preparation focused and repeatable.
- Surface gaps the conversation should clarify.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Ai ml api once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
- 3In one instruction, ask Notis to generate a short set of non-leading discovery questions using the supplied lead context and qualification criteria.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real lead example and check that the criteria and known context are included.
Questions about this workflow
Can the AI know our qualification framework?
Include the framework or criteria in the instruction or supplied context. The listed action does not imply access to internal playbooks.
Can these questions be sent to the lead automatically?
No. The action generates text for your review and no sending action is listed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Ai ml api. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Ai ml api actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel Run
Cancel a run that is currently in progress.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Text Chat Completion
Generates a text completion or chat response using an AI model.
Create Assistant
Create an AI assistant with its chosen model, instructions, and tools.
Create Message
Add a user or assistant message to an existing thread.
Create Run
Start an assistant run on a thread to process its messages and generate a response.
Create Thread
Create a conversation thread that stores messages and context.
Delete Assistant
Delete an assistant.
Delete Message
Delete a message from a thread.
Connect any two apps with Notis in the middle.
Agile CRM and Ai ml api, 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 Ai ml api.