Prepare the next deal follow-up for review
Start with a focused draft tied to the deal context available in HubSpot, then review it before sending.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Text Chat Completion
Tool to generate text completions or chat responses using a specified llm model. use after assembling the conversation history to produce the next response.
Why this helps
After a deal moves, the next follow-up can get delayed while you reconstruct the context and decide what to say.
- Get a starting point for timely deal follow-up.
- Keep drafts grounded in available deal information.
- Retain human review before any message is sent.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Ai ml api once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3In one instruction, ask Notis to draft a concise follow-up using available deal context, without sending it or guessing missing facts.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal example.
Questions about this workflow
Will this send an email to the prospect?
No. It creates text for review in the run report and does not send an email.
Can the draft refer to a stage change reason?
Only if that reason is available in the deal data. Instruct Notis to identify missing details rather than infer them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Ai ml api. A trigger fires from one place; an action lands in another.
Hubspot triggers
Ai ml api actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Moderation Completion
Tool to classify input text or image for safety using a moderation model. use after receiving user-generated content to filter out unsafe material.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Text Chat Completion
Tool to generate text completions or chat responses using a specified llm model. use after assembling the conversation history to produce the next response.
Contact Created Trigger
Contact Created Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Connect any two apps with Notis in the middle.
Hubspot and Ai ml api, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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