Reassess prospects after qualification notes change
Keep qualification decisions aligned with the latest notes and evidence.
Trigger
OneDrive Item Updated Trigger
Triggers when an existing file or folder is modified in OneDrive. Uses Gmail-style state management and only detects actual modifications, not new creations.
Action
Generate Insights
Tool to generate ranked prospect or company insights. Use after resolving identifiers to retrieve the most relevant insights.
Why this helps
A small change in qualification notes can change priority, but teams often continue using yesterday's assumptions.
- Reflects new qualification evidence
- Supports faster prioritization
- Creates an auditable report
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Autobound once in Notis.
- 2Create an automation for qualification reassessment.
- 3Tell Notis to read the modified notes, resolve the prospect or company, and ask Autobound to generate ranked insights based on the new evidence.
- 4Pick OneDrive Item Updated as the trigger.
- 5Choose a report channel and test with one modified qualification file.
Questions about this workflow
How is this different from a newly created file?
This trigger targets modifications to existing items and excludes new creations.
What if the notes are ambiguous?
Notis reports the ambiguity instead of inventing qualification facts.
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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