Automatic Sales Call Preparation
You have a demo in 30 minutes and feel unprepared. Notis pulls the prospect's Apollo profile and generates a focused call prep guide with your talking points, likely objections, and 5 discovery questions -- so you step in confident, not panicked.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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Why this helps
Call anxiety stems from feeling unprepared. Even 15 minutes before a demo, you're scrambling to remember what you learned about the prospect and what you should focus on.
- Turn pre-call anxiety into calm confidence with a structured guide
- Have 3-5 proven talking points ready instead of winging it
- Know which questions to ask to uncover real buying criteria
- Anticipate objections so you're not caught off-guard
Setup
Build it in a few focused steps.
- 1Connect Apollo and Studio By Ai21 Labs integrations to Notis.
- 2Tell Notis: 'When I schedule a call or add a 'demo scheduled' note to an Apollo prospect, generate a call prep guide. Include: 3 opening talking points, likely objections and responses, 5 discovery questions, and 1 competitive positioning angle.'
- 330 minutes before a test call, add the demo note and review the guide Notis generates.
- 4Refine based on feedback ('Add more technical talking points,' or 'Make discovery questions shorter').
Questions about this workflow
Can I customize the talking points for my specific product?
Yes. Tell Notis about your product once (or put it in an integration note), and it will tailor all future call prep guides to your specific value props and typical objections.
What if I don't have much information on the prospect yet?
Notis will generate a guide based on their role, company size, and industry. As you gather more Apollo data, the guides get more personalized.
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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Webhook trigger
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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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