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Notis

Get a company website brief for every new contact

A new contact arrives. Notis checks their company website and brings the useful context back to you.

Trigger

Contact Created Trigger

Contact Created Trigger

Action

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%

Why this helps

Looking up every new contact by hand adds another context switch and makes useful company context easy to miss.

  • Review public company information sooner
  • Spend less time switching between HubSpot and a browser
  • Start conversations with more context

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 use the new contact’s company website to prepare a short brief from the public page content.
  • 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
  • 5Test with one real contact that has a company website.

Questions about this workflow

What information should the brief include?

In your instruction, specify the public details that would help you, such as the company’s products, audience, or positioning. Notis can only summarize information available on the page.

What if the contact has no company website?

Tell Notis how to report missing website information so the run report makes the gap clear.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

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%

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

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.

ActionInstant

Keyboard Shortcut

Execute keyboard shortcuts and key combinations - essential for copy/paste, navigation, and application commands that agents need for efficient browser automation.

ActionInstant

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%

ActionInstant

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.

ActionInstant

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.

ActionInstant

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

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No card. Works with personal or business Browser tool.