Create a research brief when a HubSpot contact is added
Give new contacts a useful first look without opening a separate research checklist.
Trigger
Contact Created Trigger
Contact Created Trigger
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
New contacts arrive while you are focused elsewhere, and the first follow-up can stall while you gather context.
- Summarize the contact details provided by HubSpot.
- Separate known information from details that need research.
- Reduce the time between a new contact and a thoughtful follow-up.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Codeinterpreter once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to prepare a concise research brief from each new contact's available details and label unknowns.
- 4Choose the HubSpot Contact Created trigger and where run reports should go.
- 5Test with one real contact and review the result.
Questions about this workflow
Does this workflow research the contact on the web?
It works from details available in the trigger and instructions. Add a research source or data yourself if you need information beyond those details.
What happens when HubSpot has very little contact information?
The instruction can ask Codeinterpreter to summarize what is present and explicitly list missing details rather than guessing.
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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