A dedicated workspace for changing deals
When a deal moves, open a clean Python workspace to examine the opportunity and prepare the next review.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Create Sandbox
Create a sandbox to execute python code in a jupyter notebook cell. this is useful for agents to communicate, execute code, see output, read files, write files, etc. it's like you own personal computer, but in the cloud. use /home/user folder to write/read files.
Why this helps
Opportunity changes can trigger analysis work, but setting up a scratch environment adds another step.
- Start a separate analysis workspace for a changing deal
- Keep deal review work in a Python environment
- Reduce time spent preparing a scratchpad
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Codeinterpreter once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3In one instruction, ask Notis to create a sandbox for each changed opportunity and include its available context in the run report.
- 4Choose the New or Updated Opportunity trigger and a channel for run reports.
- 5Test with one real opportunity update and confirm the sandbox is ready.
Questions about this workflow
Does this sandbox already contain a full deal analysis?
No. This action creates a sandbox. Describe any additional analysis in your instruction only if your setup supports it; otherwise use the sandbox to continue the review.
What starts the workflow?
A Salesforce opportunity being created or updated.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Codeinterpreter. A trigger fires from one place; an action lands in another.
Salesforce triggers
Codeinterpreter actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Sandbox
Create a sandbox to execute python code in a jupyter notebook cell. this is useful for agents to communicate, execute code, see output, read files, write files, etc. it's like you own personal computer, but in the cloud. use /home/user folder to write/read files.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Execute Code
Execute python code in a sandbox and return any result, stdout, stderr, and error. use /home/user folder to write/read files. try to not use plt.show() as the code is executed remotely. use files for image/chart output instead.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get File
Get a file from the sandbox and returns the file. the files should be read from /home/user folder.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Run Terminal Command
Run a command in the terminal and returns the stdout, stderr, and error code. use /home/user folder to write/read files.
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.
Upload File
Upload a file to the sandbox environment. the files should be uploaded to the /home/user folder.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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When this happens · Trigger
Do this · Action
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