Walk into consultations with the context ready
Keep pre-call preparation focused with a short note drawn from what the prospective client shared in Formsite.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Request AI Completion
Tool to request a text completion from the ai module. use when you need to generate text based on a prompt.
Why this helps
Last-minute form review can leave little time to organize a useful conversation.
- Surface goals and questions before the call.
- Use preparation time to plan rather than search for details.
- Keep the respondent's own context close to the meeting workflow.
Setup
Build it in a few focused steps.
- 1Connect Formsite and Phantombuster to Notis once in the portal.
- 2Create an automation and write one instruction asking Phantombuster AI Completion for a concise consultation prep note from each submitted form.
- 3Choose an incoming webhook trigger, pick a run-report channel, and test with one real consultation submission.
Questions about this workflow
What should the prep note include?
Specify items such as goals, constraints, timeline, and questions to clarify in the automation prompt.
Will this schedule or join a call?
No. It prepares a note from the form response.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Formsite to Phantombuster. A trigger fires from one place; an action lands in another.
Formsite triggers
Phantombuster actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Formsite and Phantombuster, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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