Catch meeting follow-ups that still need a task
Have Notis review recent meeting recaps on a schedule and create tasks for clear, untracked commitments.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Even careful teams can miss follow-ups when several meeting recaps arrive in a busy week.
- Review available recaps in one recurring pass.
- Create tasks only for explicit follow-ups that are not already tracked, when the available data supports that check.
- Flag missing dates or owners for review.
Setup
Build it in a few focused steps.
- 1Connect Avoma and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to review available Avoma recaps since its last run, identify explicit follow-ups without an existing Salesforce task when the available data can confirm this, and create tasks using stated details.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one real recap and verify that only untracked follow-ups create tasks.
Questions about this workflow
Can it tell whether a task already exists?
Only when the relevant Salesforce task data is available to the automation. Otherwise, instruct Notis to flag possible duplicates for review.
What time range will it review?
Specify the interval in your instruction and choose a schedule that fits your review cadence.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Avoma to Salesforce. A trigger fires from one place; an action lands in another.
Avoma triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Avoma and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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