Prepare for sales meetings with current context
Give yourself a calm starting point for sales conversations with a brief on the account and its current quotes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Quotes
Tool to retrieve a list of quotes. use when you need to list, filter, or page through sales quotes. use after obtaining the tenant id via connections.
Why this helps
Preparing for a meeting can turn into a last-minute scramble across research and finance records.
- Review recent account context before the meeting.
- Bring related Xero quotes into the preparation summary.
- Spend less meeting-prep time switching between tools.
Setup
Build it in a few focused steps.
- 1Connect Tavily and Xero to Notis once through the portal.
- 2Create an automation through the portal or by asking Notis in plain language.
- 3In one instruction, name the accounts to review and request fresh Tavily context plus relevant Xero quotes.
- 4Choose a recurring schedule that runs before your sales review and select a report channel.
- 5Test against one upcoming meeting account and adjust the instruction if needed.
Questions about this workflow
Will this add a calendar event?
No. It runs on the schedule you choose and prepares a summary.
Can it fetch every quote?
Notis can retrieve Xero quotes and summarize the ones relevant to the accounts in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Tavily to Xero. A trigger fires from one place; an action lands in another.
Tavily triggers
Xero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Connections
Tool to list active xero connections. use when you need to retrieve all current tenant connections for the authenticated user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contacts
Tool to retrieve a list of contacts. use when you need up-to-date contact information with filtering, paging, or incremental updates.
Get Quotes
Tool to retrieve a list of quotes. use when you need to list, filter, or page through sales quotes. use after obtaining the tenant id via connections.
Update Invoice
Tool to update an existing invoice. use when you need to modify the details of an invoice after it's been created.
Connect any two apps with Notis in the middle.
Tavily and Xero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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