Make job margin reviews easier to act on
Bring the jobs that merit a pricing review into Tave, with enough context to decide what to change next time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Note
Tool to create a note in Tave (VSCO Workspace). Use when adding notes about jobs, contacts, or other entities in the system.
Why this helps
Margin insights lose value if they stay in a monthly report instead of informing future client and pricing decisions.
- Surfaces work that may need a pricing adjustment
- Keeps the analysis connected to the relevant job
- Supports more deliberate decisions about future scope
Setup
Build it in a few focused steps.
- 1Connect Snowflake and Tave to Notis once through the portal.
- 2Create an automation in the portal or ask Notis for a monthly job margin review.
- 3Write one prompt describing which margin signals should create a Tave note and what context to include.
- 4Set a monthly Notis schedule and a reporting channel, then test with one real completed job.
Questions about this workflow
Does this change prices automatically?
No. It adds a note for you to review; pricing decisions remain part of your normal process.
What margin data should it use?
Use the metrics and thresholds your Snowflake analysis already trusts, and describe the relevant signal in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Snowflake to Tave. A trigger fires from one place; an action lands in another.
Snowflake triggers
Tave actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
Snowflake and Tave, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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