Walk into account meetings with fresh context
Get a short account brief with relevant public developments and existing HubSpot context before important conversations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Batch read companies by properties
Batch-retrieves hubspot company records by their ids, allowing custom id properties, specific properties to fetch, and historical data.
Why this helps
Meeting prep often means reopening old notes and searching the web under time pressure.
- Cut last-minute meeting research
- Start from existing account records
- Keep public findings sourced and easy to scan
Setup
Build it in a few focused steps.
- 1Connect Autom and HubSpot once in the Notis portal.
- 2Create an automation in Automations and name the meeting prep brief.
- 3Tell Notis to read the specified HubSpot company records and research relevant recent public news for each, reporting sources and useful discussion prompts.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real company and check the brief before a meeting.
Questions about this workflow
Does this know which meetings are upcoming?
Only if meeting timing or the relevant company list is supplied in the instruction or request. The described actions do not read a calendar.
Can it write updates back into HubSpot?
No. This workflow reads company records and sends a report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Autom to Hubspot. A trigger fires from one place; an action lands in another.
Autom 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.
Autom and Hubspot, 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 Hubspot.