Prepare for clients from their onboarding answers
Start a client relationship with the context already in view: summarize their goals, preferences, and open questions from the form.
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
Reconstructing a new client's needs from a long form takes focus away from preparing the work.
- Review goals and preferences before the first conversation.
- Keep unanswered questions visible.
- Avoid repeatedly scanning a full onboarding response.
Setup
Build it in a few focused steps.
- 1Connect Formsite and Phantombuster to Notis once in the portal.
- 2Create an automation and ask Phantombuster AI Completion in plain language to summarize goals, preferences, and open questions from each onboarding response.
- 3Select an incoming webhook trigger, choose a reporting channel, and test with one real onboarding submission.
Questions about this workflow
Can I use this for different onboarding forms?
Yes, if the response content is sent to the webhook and your prompt describes the context to summarize.
Does the workflow contact the client?
No. It creates a summary for review; follow-up remains a separate decision.
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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