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Notis

Automatic Territory Assignment and Sales Mapping

You're hiring your first sales rep and have no idea how to divvy up Apollo leads fairly and strategically. Notis analyzes your prospect base by region, company size, and opportunity size, then recommends balanced territory assignments -- so you scale without politics or unfair workload.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Download Modified Document

Tool to download a modified document from AI21 Labs Studio. Use when you need to generate and download a document with specific content and filename.

Why this helps

You can't fairly assign territories because you don't have a systematic view of your prospect pool. You end up assigning ad-hoc or letting reps cherry-pick, creating resentment or unbalanced pipelines.

  • Scale your team fairly -- each rep gets balanced opportunity size and count
  • Reduce politics around territory assignment
  • Identify geographic or vertical gaps in your prospecting
  • Make data-driven hiring decisions (e.g., 'We need a rep for the Midwest')

Setup

Build it in a few focused steps.

  • 1Connect Apollo and Studio By Ai21 Labs to Notis.
  • 2Tell Notis: 'Every month, analyze my Apollo prospects by geographic region, company size, and industry. Generate a territory map recommending how to divide them fairly among N sales reps. Include: opportunity count per rep, average deal size per territory, and 1-2 growth opportunities per rep.'
  • 3Review the first territory map. Does it feel fair? Ask Notis to adjust ('Prioritize growth over balance' or 'Weight enterprise deals double').
  • 4Share the map with your team and iterate based on feedback.

Questions about this workflow

What if we have 1 sales rep? Is this still useful?

Yes. It shows you which territories or verticals are underprospected, helping you plan your hiring. It's also useful for planning account expansions.

Can I change the assignment criteria (e.g., focus on deal size instead of rep headcount)?

Absolutely. 'Map by account size instead of count' or 'Prioritize enterprise over SMB.' Notis regenerates the map with new logic instantly.

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.

TriggerScheduled

Check Can Iframe

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ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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ActionInstant

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ActionInstant

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ActionInstant

Create Assistant

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ActionInstant

Create Assistant Plan

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ActionInstant

Create Demo

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ActionInstant

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.

ActionInstant

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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