Carry sales review decisions into the week
Translate decisions captured in company knowledge into a short list of Salesforce tasks with a clear next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a task to track activities, to-dos, or follow-ups related to records.
Why this helps
Sales review decisions can fade into meeting notes without becoming assigned CRM work.
- Capture actionable decisions from review notes
- Reduce post-meeting transcription
- Keep next steps visible in Salesforce
Setup
Build it in a few focused steps.
- 1Connect Cody and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe what counts as an explicit decision and ask Notis to create a task only when its next step is clear.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one sales review note and review the task.
Questions about this workflow
Will it turn every meeting point into a task?
No. Instruct Notis to create tasks only for explicit decisions with an actionable next step.
What starts the review?
A recurring Notis cron schedule starts the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cody to Salesforce. A trigger fires from one place; an action lands in another.
Cody triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Create a new account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Abort query job
Add contact to campaign
Add a contact to a campaign to track engagement.
Add lead to campaign
Add a lead to a campaign to track engagement.
Add product to opportunity
Add a product to an opportunity using its associated price book.
Apply lead assignment rules
Apply lead assignment rules to route a lead to its appropriate owner.
Associate contact to account
Associate a contact with an account, replacing any existing account association.
Clone opportunity with products
Clone an opportunity, optionally including its products.
Connect any two apps with Notis in the middle.
Cody and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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