Draft follow-up when proposals move
Use a proposal's new folder or name as a clear signal to prepare the next sales conversation.
Trigger
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
Action
Generate Personalized Content
Tool to generate hyper-personalized sales content. Use after confirming contact and user details.
Why this helps
Proposal follow-up is easy to forget when file organization is the only visible stage change.
- Turns organization changes into action
- Keeps follow-up contextual
- Surfaces missing prospect details
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Autobound once in Notis.
- 2Create an automation for proposal follow-up.
- 3Tell Notis to inspect the moved or renamed proposal, resolve the associated contact, and ask Autobound to generate a concise follow-up draft reflecting the new context.
- 4Pick OneDrive Item Moved or Renamed as the trigger.
- 5Choose a report channel and test with one proposal move.
Questions about this workflow
What if the filename does not identify a prospect?
Notis reports that it cannot safely resolve the contact and asks you to provide a usable identifier.
Can the draft mention the new folder?
Yes, if the folder context is available and relevant to the requested instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Autobound. A trigger fires from one place; an action lands in another.
One drive triggers
Autobound actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate Insights
Tool to generate ranked prospect or company insights. Use after resolving identifiers to retrieve the most relevant insights.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate Personalized Content
Tool to generate hyper-personalized sales content. Use after confirming contact and user details.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
Connect any two apps with Notis in the middle.
One drive and Autobound, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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