Generate discovery questions from a new deal
Walk into the next sales conversation with questions tailored to the opportunity.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Text Chat Completion
Tool to generate text completions or chat responses using a specified llm model. use after assembling the conversation history to produce the next response.
Why this helps
Generic discovery checklists waste time and miss the details that matter for each opportunity.
- Prepare faster for calls
- Uncover qualification gaps
- Keep discovery focused on the opportunity
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Ai ml api in Notis once.
- 2Create an automation named Deal Discovery Questions.
- 3Tell Notis to generate prioritized discovery questions and explain the deal context it should use.
- 4Pick the Pipedrive New Deal Received trigger and choose where run reports should go.
- 5Test it with one real deal before using the questions in a call.
Questions about this workflow
Can it prioritize the questions?
Yes. Ask Notis to rank them by expected impact or urgency.
Where do the questions appear?
They are included in the run report channel you select.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Ai ml api. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Ai ml api actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Moderation Completion
Tool to classify input text or image for safety using a moderation model. use after receiving user-generated content to filter out unsafe material.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Text Chat Completion
Tool to generate text completions or chat responses using a specified llm model. use after assembling the conversation history to produce the next response.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
New Note Received Trigger
Triggered when a new note is created in Pipedrive
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Connect any two apps with Notis in the middle.
Pipedrive and Ai ml api, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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