Keep prospect research beside the relationship
Turn scattered research into a short brief you can use before your next conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Note
Create a note on a record.
Why this helps
Research often sits apart from the contact record, forcing founders to retrace their steps before following up.
- Condense supplied research into a readable note
- Keep research attached to the relevant Attio record
- Make the next outreach easier to prepare
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Attio once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to summarize the prospect research available to it and create a note on the matching Attio record, using only verified details and provided record identifiers.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Run it once with a real prospect example and review the note.
Questions about this workflow
Where does the research come from?
The automation can summarize information made available to Ai ml api or included in its instructions and input. It cannot assume access to sources that were not supplied or connected.
What does the workflow need to attach a note?
It needs the relevant Attio parent record type and record id. Include those details in the input or make them available to the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Attio. A trigger fires from one place; an action lands in another.
Ai ml api triggers
Attio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
Create a note on a record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Assert Company (Create or Update)
Updates a matching company record or creates one if none exists.
Create Record
Create a new record.
Assert Person Record
Creates or updates a person record using a unique attribute to avoid duplicates.
Delete Note
Delete a note.
Assert User Record (Create or Update)
Updates a matching user record or creates one if none exists.
Delete Record
Permanently delete a record; this cannot be undone.
Assert Workspace (Create or Update)
Updates a matching workspace record or creates one if none exists.
Connect any two apps with Notis in the middle.
Ai ml api and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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