Summarize discovery calls as deals arrive
Know the customer situation, needs, and next conversation before opening the recording.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Summarize Audio
Tool to generate concise summaries from audio content. use when you need a quick summary of audio after confirming the file url is publicly accessible.
Why this helps
Discovery calls are rich with context but expensive to replay during a busy sales day.
- Prepare follow-up faster
- Keep discovery context visible
- Reduce repeated listening
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Deepgram once in Notis.
- 2Create an automation for new deal discovery summaries.
- 3Tell Notis to summarize the publicly accessible discovery call URL attached to each new deal.
- 4Pick the Pipedrive new deal trigger and select a report destination.
- 5Test with one real discovery deal.
Questions about this workflow
Can Notis summarize a recording from a deal note?
Yes, when the note or deal context provides a publicly accessible audio URL.
Where does the summary appear?
It appears in the report channel selected during automation setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Deepgram. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Deepgram actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Public Models
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Deepgram Projects
Tool to list all deepgram projects. use after authenticating with your api key.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Get Project Usage Summary
Tool to retrieve a summary of usage data for a specified deepgram project. use when you need high-level metrics (submitted, processed, billable durations, etc.) optionally filtered by time window, model, accessor, or tag.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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Transcribe Pre-recorded Audio
Tool to transcribe pre-recorded audio files into text. use when you need to convert an audio file at a url to text after confirming the file url is publicly accessible.
Summarize Audio
Tool to generate concise summaries from audio content. use when you need a quick summary of audio after confirming the file url is publicly accessible.
Text-to-Speech (REST)
Tool to convert text into natural-sounding speech. use when you need tts audio from text inputs.
Connect any two apps with Notis in the middle.
Pipedrive and Deepgram, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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