Close the month with a contact list recap
Finish the month with a simple inventory that helps you pick up contact work without rebuilding context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contact Lists
Tool to retrieve all contact lists. use when you need an overview of your existing findymail lists.
Why this helps
At month end, incomplete handoffs and scattered contact notes make it harder to see what is ready for next month.
- Gather the existing list overview at a natural handoff point.
- Make next-month contact work easier to resume.
- Reduce reliance on memory during month-end review.
Setup
Build it in a few focused steps.
- 1Connect Cdr platform and Findymail to Notis once in the portal.
- 2Create an automation in the portal or ask Notis for a month-end list recap.
- 3Give Notis one plain-language instruction to retrieve Findymail lists and summarize them alongside the Cdr platform work context you provide.
- 4Choose a monthly schedule trigger and a channel for run reports.
- 5Test one run near month end and refine the summary request if useful.
Questions about this workflow
Can the recap include progress data?
The Findymail action retrieves lists. Include any relevant Cdr platform context in the prompt or webhook context for the summary.
Does this modify contact lists?
No. It only retrieves the list overview.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cdr platform to Findymail. A trigger fires from one place; an action lands in another.
Cdr platform triggers
Findymail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact List
Tool to create a new contact list. use when you need to organize contacts into a named list before adding them.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Contact List
Tool to delete a specified contact list by its id. use after confirming the list id to remove it.
Find Email by Name
Tool to find someone's email using their full name and company domain. use when you have a person's name and domain and need their email address. supports asynchronous search via webhook url.
Get Contact Lists
Tool to retrieve all contact lists. use when you need an overview of your existing findymail lists.
List Contacts
Tool to retrieve contacts from a specified list (paginated). use after selecting a list to fetch its contacts.
Verify Email
Tool to verify the deliverability of an email address. use when you need to confirm that an email can receive messages before outreach.
Connect any two apps with Notis in the middle.
Cdr platform and Findymail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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