Keep a weekly HubSpot pipeline summary in Dart
Bring the week's deal movement and open questions into one Dart doc you can scan before planning.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Doc
Tool to create a new doc in Dart. Use when you need to record a new document that the user intends to write down. By default, the created doc will be in the Docs folder unless a specific folder is specified.
Why this helps
Pipeline context is easy to lose between check-ins when updates live across records and conversations.
- Gather pipeline context into a recurring document.
- Make weekly planning easier to prepare.
- Keep summaries available in Dart for the team.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Dart once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language; name it and describe the weekly summary to write.
- 3Pick a recurring schedule trigger and choose where run reports should go.
- 4Test with one real run and review the summary against HubSpot.
Questions about this workflow
Can the summary compare this week with last week?
Only if the prior-period information is available to Notis or you supply it. Include that requirement in the instruction.
Where is the summary saved?
Dart creates the doc in its Docs folder by default unless a folder is specified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Dart. A trigger fires from one place; an action lands in another.
Hubspot triggers
Dart actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Task Comment
Tool to create a new comment on a DART task. Use when you need to add feedback, notes, or discussion to a specific task. Supports markdown formatting and threaded replies via parentId.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Task Time Tracking
Tool to add a time tracking entry to a DART task. Use when you need to record time spent on a specific task. The finishedAt timestamp must be after startedAt.
Contact Created Trigger
Contact Created Trigger
Create Doc
Tool to create a new doc in Dart. Use when you need to record a new document that the user intends to write down. By default, the created doc will be in the Docs folder unless a specific folder is specified.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Task
Tool to create a new task in DART with title and optional metadata. Use when you need to add a task to a workspace.
Delete Doc
Tool to move an existing doc to the trash where it can be recovered if needed. Use when you need to delete a doc without permanently removing it.
Delete Task
Tool to delete an existing task in Dart by moving it to trash. Use when a task needs to be removed but can be recovered later.
Get User Space Configuration
Tool to retrieve workspace configuration including dartboards, folders, types, statuses, and more. Use when you need to understand available options in the workspace.
Get Doc
Tool to retrieve an existing doc with metadata and content. Use when you need to access a specific document's details including title, folder, and text content.
Connect any two apps with Notis in the middle.
Hubspot and Dart, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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