Get AI-assisted website research for new contacts
Ask for a focused review of the company site as soon as a new contact enters HubSpot.
Trigger
Contact Created Trigger
Contact Created Trigger
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 quick look at a prospect’s site can turn into a long browsing session when you do it between other tasks.
- Get a focused review of public site content
- Reduce manual browsing during contact triage
- Prepare more relevant follow-up
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 new contact’s company website for the specific public details you need.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact and review the returned research.
Questions about this workflow
What should I ask it to research?
Name the public details you need, such as the company’s core offering or target audience. Avoid asking it to infer private facts that are not on the site.
Will it work for every website?
Browser tool AI automation may not handle every site consistently. Test with a real example and review the run report.
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.