Get a next-step brief after a deal stage update
Keep the next decision visible when a deal moves, even when the update arrives between tasks.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Execute Code
Execute python code in a sandbox and return any result, stdout, stderr, and error. use /home/user folder to write/read files. try to not use plt.show() as the code is executed remotely. use files for image/chart output instead.
Why this helps
After a deal moves, the next useful step may not be obvious when you return to it later.
- Capture the change and available context in one short brief.
- Suggest questions to resolve before choosing a next action.
- Reduce the effort of reloading a deal after an interruption.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Codeinterpreter once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to prepare a brief for each stage update with known context, next-step questions, and unconfirmed details.
- 4Choose Deal Stage Updated as the trigger and set a report destination.
- 5Test with one real update and review whether the brief supports your decision.
Questions about this workflow
Will it choose and perform the next step?
No. It prepares a brief and questions for you to review; it does not contact anyone or change the deal.
Can I tailor the brief to my sales process?
Yes. Include your process and stage-specific guidance in the instruction, using only information available to the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Codeinterpreter. A trigger fires from one place; an action lands in another.
Hubspot triggers
Codeinterpreter actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Sandbox
Create a sandbox to execute python code in a jupyter notebook cell. this is useful for agents to communicate, execute code, see output, read files, write files, etc. it's like you own personal computer, but in the cloud. use /home/user folder to write/read files.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Execute Code
Execute python code in a sandbox and return any result, stdout, stderr, and error. use /home/user folder to write/read files. try to not use plt.show() as the code is executed remotely. use files for image/chart output instead.
Contact Created Trigger
Contact Created Trigger
Get File
Get a file from the sandbox and returns the file. the files should be read from /home/user folder.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Run Terminal Command
Run a command in the terminal and returns the stdout, stderr, and error code. use /home/user folder to write/read files.
Upload File
Upload a file to the sandbox environment. the files should be uploaded to the /home/user folder.
Connect any two apps with Notis in the middle.
Hubspot and Codeinterpreter, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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