Give quiet leads a clear next step
A short recurring review can point out the leads that need a decision, without another manual scan of the pipeline.
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
Leads can linger without a decision when follow-up depends on remembering the last time each person was contacted.
- Flags quiet prospects for a deliberate next step
- Keeps follow-up context near the lead workflow
- Reduces mental tracking of elapsed time
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 to check for stalled leads on a schedule.
- 3Describe in one plain-language prompt how long a lead can be inactive and what note would help.
- 4Choose a recurring Notis schedule and reporting channel, then test with one real quiet lead.
Questions about this workflow
Can I choose how long a lead must be inactive?
Yes. Define the inactivity threshold in your Snowflake analysis and describe it in the prompt.
Does the workflow send outreach?
No. It creates a Tave note to help you decide and manage the follow-up.
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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