Turn Standup Moments into Prospect Records
Your team mentions prospects in standups every day, then context vanishes. See your full prospect list every morning to catch what was mentioned.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Leads
Tool to list all leads from HelloLeads. Use after authentication to fetch the entire lead list. Returns empty list if none found.
Why this helps
Standups surface great prospects but the context disappears; you never follow up because you forgot they were mentioned.
- See all prospects in one place each morning
- Spot standup mentions that need follow-up
- Build a morning ritual that prevents dropped leads
- No more wondering what was mentioned
Setup
Build it in a few focused steps.
- 1Connect Hub Planner and Helloleads integrations to Notis.
- 2Ask Notis: Show me all Helloleads prospects every morning at standup time.
- 3Confirm: Send a daily list of all leads at 9am on weekdays to keep standup context alive.
- 4Select cron trigger for weekday mornings (adjust time to your standup start).
- 5Test by waiting for tomorrow morning's standup and reviewing the prospect list.
Questions about this workflow
Why morning and not after standup ends?
Morning review prevents overnight loss and gives you a working list for the day. Reviewing after standup gives you immediate action items.
What if my team mentions the same prospect multiple times?
The list shows unique prospects, so each one appears once with all related context.
Can I adjust which prospects show up?
Yes. You can ask Notis to filter by list, status, or other criteria to see only relevant prospects.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hub Planner to Helloleads. A trigger fires from one place; an action lands in another.
Hub Planner triggers
Helloleads actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Lead
Tool to add a new lead into HelloLeads. Use when you need to push a fresh lead record with mandatory first name and list key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Leads
Tool to list all leads from HelloLeads. Use after authentication to fetch the entire lead list. Returns empty list if none found.
List Lead Lists
Tool to retrieve all lead list keys from HelloLeads. Use when you need to enumerate available lists for lead insertion.
Connect any two apps with Notis in the middle.
Hub Planner and Helloleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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