Automatic Prospect Research Profile Generation
You add a prospect to Apollo but don't have time for real research. You go into calls blind, missing easy conversation starters and credibility signals. Notis generates a complete research profile with company background, who's who, and what to talk about -- ready before your first touch.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Requirements
Tool to generate requirements from a query or task description. Use when you need to break down a high-level task into specific requirements.
Why this helps
Good prospecting requires research, but you skip it because it's tedious. You miss easy rapport-building details and sound generic in conversations.
- Sound knowledgeable on first call without spending hours on research
- Identify unexpected conversation hooks (recent funding, new product, team changes)
- Understand the decision-making process before you pitch
- Save time on research -- let AI handle the grunt work, you handle the human conversation
Setup
Build it in a few focused steps.
- 1Connect Apollo and Studio By Ai21 Labs to Notis.
- 2Tell Notis: 'When I add a prospect to Apollo, generate a research profile with: (1) company background and recent activity, (2) the prospect's role and common responsibilities, (3) 3 conversation starters relevant to their industry, (4) potential objections I should anticipate.'
- 3Add a prospect and review the generated profile. Is it the right depth? Adjust ('Make it shorter,' 'Add customer reviews angle,' or 'Focus more on recent news').
- 4Use one profile in a real call. Does it help? Refine based on what's most valuable.
Questions about this workflow
Where does Notis get this research?
From public sources: company websites, news, LinkedIn, funding announcements, industry reports. It's all data you could find yourself -- Notis just saves you the time.
Is the research accurate?
As accurate as public sources are. It's a starting point, not a substitute for your intuition. If something feels off, verify it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apollo to Studio By Ai21 Labs. A trigger fires from one place; an action lands in another.
Apollo triggers
Studio By Ai21 Labs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Apollo and Studio By Ai21 Labs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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