Review company website details when a deal changes stage
Give Browser tool a focused research task when an opportunity advances, and bring public company details into deal prep.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
AI Perform Web Task
Ai automation: complex workflows only. when to use: 10+ manual steps | dynamic/unpredictable content when to avoid: simple clicks | forms | navigation | payments strategy: try once → if fails, switch to manual immediately success rate: 40% - always have manual backup ready
Why this helps
A stage update often calls for fresh context, but finding time to review a company site can be difficult.
- Get a focused review for deal preparation
- Refresh public company information at a useful moment
- Cut down on open-ended browsing
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Browser tool once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to ask Browser tool to review the associated company site for public information relevant to the deal’s next step.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal and check the returned run report.
Questions about this workflow
What can Browser tool review?
Ask it to review information available on the company website. The returned details depend on the page and browser access.
Can it infer what the buyer needs?
Use the public website details as context. Buyer needs or deal history must come from information you provide or that is available in the run context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Browser tool. A trigger fires from one place; an action lands in another.
Hubspot triggers
Browser tool actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Copy Selected Text
Copy currently selected text on the page to clipboard - ideal for extracting highlighted content, copying form data, or harvesting visible text selections.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Drag and Drop
Execute precise drag and drop operations - essential for file uploads, list reordering, element moving, and complex ui interactions that require drag-based manipulation.
Contact Created Trigger
Contact Created Trigger
Fetch Webpage Content
Your eyes: get page content for decision-making. use before: actions (find targets, understand state) use to verify: page transitions, major state changes, when actions seem to fail format: html=find elements | markdown=clean content | success rate: 99%
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Get Clipboard Content
Read current content from the system clipboard - essential for data transfer workflows, extracting copied text, and reading user-copied data for processing.
Keyboard Shortcut
Execute keyboard shortcuts and key combinations - essential for copy/paste, navigation, and application commands that agents need for efficient browser automation.
Mouse Click
Precision clicker: manual clicking with coordinates. pattern: fetchwebpage(html) → find element → estimate coordinates → click → verify hints: center buttons ~(640,350) | nav/header ~y=150 | content ~y=300-500 tip: try ±50px if first click misses | success rate: 85%
Mouse Double Click
Execute a precise double click at specified screen coordinates - ideal for opening files, selecting text, or activating ui elements that require double click gestures.
Mouse Down (Press and Hold)
Press and hold mouse button at coordinates - use for starting custom drag operations, text selections, or long-press interactions. must be followed by mouseup action to complete.
Connect any two apps with Notis in the middle.
Hubspot and Browser tool, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Browser tool.