Prepare for a client conversation with web research
Send a client name and a focused research question from your Agiled workflow. DeepSeek searches the web for relevant results.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Web
Searches the web index and returns ranked results.
Why this helps
Preparing for a client conversation can mean leaving the CRM to search for useful public context.
- Start research from the client context you already have.
- Get ranked web search results for a focused question.
- Reduce manual tab switching before a conversation.
Setup
Build it in a few focused steps.
- 1Connect Agiled and DeepSeek once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the research question and the client or prospect context to send to DeepSeek.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real client or prospect and review the search results.
Questions about this workflow
Does DeepSeek search all information about a client?
It searches the web for the query provided. Results may not cover every relevant source or contain current information.
What should the webhook include?
Include the client or prospect name, a focused research question, and any useful context from Agiled.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to DeepSeek. A trigger fires from one place; an action lands in another.
Agiled triggers
DeepSeek actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Anthropic Message
Generates a response using an Anthropic-compatible message format.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Chat Completion
Generates an AI response to a chat conversation.
Get User Balance
Retrieves your current account balance.
Fetch Webpage
Fetches a known webpage and returns its content as Markdown.
List Models
Lists currently available models and basic details.
Search Web
Searches the web index and returns ranked results.
Connect any two apps with Notis in the middle.
Agiled and DeepSeek, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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