Start model documentation when a deal reaches a key stage
When a deal reaches a milestone that calls for model documentation, have Notis request a DataRobot compliance document for the relevant project, model, or deployment. DataRobot generates the document asynchronously.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Automated Document
Tool to request generation of automated compliance documents in DataRobot. Use when you need to generate documentation for projects, models, or deployments. The document generation is asynchronous. Poll the returned location URL to check status and retrieve the document once generation completes.
Why this helps
Preparing documentation after an important deal milestone can become a separate follow-up task that slips between teams.
- Start a documentation request from a meaningful CRM milestone.
- Keep the relevant DataRobot entity explicit in the automation prompt.
- Reduce the chance of forgetting a governance documentation follow-up.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and DataRobot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe the deal stage that should start documentation and identify the DataRobot entity and document needed.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real stage update and check the DataRobot generation status.
Questions about this workflow
Is the document available immediately?
No. DataRobot generates the document asynchronously. Use the returned status or location information to check progress.
What information must I provide?
Specify the deal stage condition, the DataRobot project, model, or deployment, and the documentation you want generated.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Datarobot. A trigger fires from one place; an action lands in another.
Hubspot triggers
Datarobot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Users to Group
Tool to add one or more users to a DataRobot user group by groupId. Use when you have a valid groupId and want to add existing usernames. Limit 100 users per request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Organization
Tool to add a user to an existing organization. Use when you have an organizationId and wish to add or create a user within it.
Contact Created Trigger
Contact Created Trigger
Analyze Dataset Definition
Tool to analyze a dataset definition by ID. Use when you need to trigger an analysis job that retrieves dataset metadata, schema, and statistics.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Archive Model Package
Tool to archive a DataRobot model package. Use when you need to archive a model package that is no longer actively used.
Build Java Scoring Code Package
Initiates an asynchronous build of a Java JAR package containing DataRobot Scoring Code for a deployment. The JAR can be executed locally for predictions or used as a library in Java applications. Use after confirming the deployment is active and supports scoring code. Poll the returned statusId or location URL to track build progress.
Cancel Notebook Job
Tool to cancel a running or pending notebook job execution. Use when you need to stop a notebook job that is currently executing or queued. The cancellation is immediate and cannot be undone.
Cancel Project Job
Tool to cancel a pending job for a project. Use when you need to stop a queued or running job after confirming its ID.
Check Project Status
Tool to check the status of a DataRobot project. Use after creating or loading a project to monitor its stage and Autopilot completion.
Connect any two apps with Notis in the middle.
Hubspot and Datarobot, 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 Datarobot.