Review priority contacts on a steady cadence
Let a recurring review bring one important contact list back into view before it slips off the week's radar.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Contacts
Tool to retrieve contacts from a specified list (paginated). use after selecting a list to fetch its contacts.
Why this helps
Priority contacts can disappear from view when urgent founder work takes over.
- Put a chosen list of contacts into a weekly review rhythm.
- Make priority follow-up easier to remember and resume.
- Reduce manual list navigation at the start of a 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 to review priority list contacts weekly.
- 3Give Notis one plain-language instruction to retrieve contacts from the Findymail list identifier you specify and summarize them with relevant Cdr context.
- 4Choose a weekly cron trigger and select a channel for run reports.
- 5Test with the chosen list and adjust the review timing if needed.
Questions about this workflow
How does the workflow know which list to use?
Specify the Findymail list identifier in the prompt or the run context.
Does this update contacts?
No. It retrieves contacts from the selected list for review.
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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