Walk Into Every Call Prepared: Auto-Generated Buyer Briefs
Schedule a sales call in Espocrm and Notis generates a buyer research brief in Cody with company background, buyer profile, and conversation starters.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Message
Tool to send a message to Cody AI and receive an AI-generated response. Use when you need to send a user message to a conversation and get the AI's reply.
Why this helps
You schedule a call and spend 30 minutes before it starts scrambling for buyer research. Pre-call anxiety wastes your energy. You miss preparation opportunities.
- Walk into calls fully prepared
- Reduce pre-call anxiety
- Increase call effectiveness
Setup
Build it in a few focused steps.
- 1Connect Espocrm and Cody integrations to Notis.
- 2Tell Notis: 'When a sales call is scheduled in Espocrm, send details to Cody and ask for a buyer research brief including company background, key executives, recent news, and suggested talking points.'
- 3Choose how Notis identifies calls (meeting type, attendee role, subject keywords).
- 4Select your reporting channel for brief delivery.
- 5Schedule a test call in Espocrm and verify the buyer brief arrives in your channel before the call time.
Questions about this workflow
How far in advance should Notis generate the brief?
Notis can generate briefs immediately when you schedule, or deliver them 1 hour, 1 day, or a custom time before your call.
Can I customize what goes into the buyer brief?
Yes. Specify sections like 'Include their funding stage, recent product launches, and known competitors in their space.'
What if the buyer is internal or someone you've talked to before?
Notis can check Espocrm history and pull past interaction notes instead of external research for repeat contacts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Espocrm to Cody. A trigger fires from one place; an action lands in another.
Espocrm triggers
Cody actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conversation
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Get Conversation
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Connect any two apps with Notis in the middle.
Espocrm and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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