Review transcripts for prospects on a schedule
Catch prospect details that were missed during busy weeks by reviewing available transcripts on a recurring schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create batch of contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
A good lead can sit unnoticed in a completed transcript long after the call ends.
- Run a regular review of transcript data made available to Notis.
- Create contacts only for clearly identified prospects without a confident existing match.
- See records that need human review in the run report.
Setup
Build it in a few focused steps.
- 1Connect AssemblyAI and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, tell Notis to review the transcript data accessible for the chosen period, find unlogged identifiable prospects, and create only contacts without a confident HubSpot match.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real transcript and verify the contact and duplicate handling.
Questions about this workflow
Does the schedule automatically fetch every AssemblyAI transcript?
A schedule starts the automation, but access to transcript data depends on what is made available to Notis. This workflow does not assume an unlisted AssemblyAI trigger or setup screen.
How do I avoid repeat contacts each run?
Instruct Notis to check for a confident existing match before creating a contact and to report ambiguous matches for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AssemblyAI to Hubspot. A trigger fires from one place; an action lands in another.
AssemblyAI triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
AssemblyAI and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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