Use AI browser assistance for complex account research
For a changing site with many steps, let Browser tool attempt a focused review of the public company website.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
AI Perform Web Task
Ai automation: complex workflows only. when to use: 10+ manual steps | dynamic/unpredictable content when to avoid: simple clicks | forms | navigation | payments strategy: try once → if fails, switch to manual immediately success rate: 40% - always have manual backup ready
Why this helps
Some company research takes more than opening a page and reading a summary, especially on complex websites.
- Attempt a multi-step review of complex public pages
- Use account context to define the research task
- Get a result to inspect before acting on it
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Browser tool once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to use the changed account's website details for one specific complex browser research task and report what it could complete.
- 4Pick Account Created or Updated as the trigger and choose where run reports go.
- 5Test with one real account change and review the result.
Questions about this workflow
When is AI Perform Web Task useful?
It is intended for complex workflows with many steps or dynamic content. Simple navigation and clicks are better handled by the specific browser actions.
Will the AI task always succeed?
No. Review its result, and use a manual browser approach if it does not complete the task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Browser tool. A trigger fires from one place; an action lands in another.
Salesforce triggers
Browser tool actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Copy Selected Text
Copy currently selected text on the page to clipboard - ideal for extracting highlighted content, copying form data, or harvesting visible text selections.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Drag and Drop
Execute precise drag and drop operations - essential for file uploads, list reordering, element moving, and complex ui interactions that require drag-based manipulation.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Fetch Webpage Content
Your eyes: get page content for decision-making. use before: actions (find targets, understand state) use to verify: page transitions, major state changes, when actions seem to fail format: html=find elements | markdown=clean content | success rate: 99%
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Clipboard Content
Read current content from the system clipboard - essential for data transfer workflows, extracting copied text, and reading user-copied data for processing.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Keyboard Shortcut
Execute keyboard shortcuts and key combinations - essential for copy/paste, navigation, and application commands that agents need for efficient browser automation.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Mouse Click
Precision clicker: manual clicking with coordinates. pattern: fetchwebpage(html) → find element → estimate coordinates → click → verify hints: center buttons ~(640,350) | nav/header ~y=150 | content ~y=300-500 tip: try ±50px if first click misses | success rate: 85%
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Mouse Double Click
Execute a precise double click at specified screen coordinates - ideal for opening files, selecting text, or activating ui elements that require double click gestures.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Mouse Down (Press and Hold)
Press and hold mouse button at coordinates - use for starting custom drag operations, text selections, or long-press interactions. must be followed by mouseup action to complete.
Connect any two apps with Notis in the middle.
Salesforce and Browser tool, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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