Prepare a weekly customer context review
Start the week with customer context in one concise recap instead of reopening scattered research and finance tabs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contacts
Tool to retrieve a list of contacts. use when you need up-to-date contact information with filtering, paging, or incremental updates.
Why this helps
Remembering which customers need attention can mean switching between research, contact lists, and notes just to get oriented.
- Get a scheduled recap of fresh customer context.
- See relevant Xero contact information beside research findings.
- Make customer check-ins easier to prioritize.
Setup
Build it in a few focused steps.
- 1Connect Tavily and Xero to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to set it up in plain language.
- 3In one instruction, describe which customers to review and ask Notis to summarize fresh Tavily context alongside their Xero contacts.
- 4Choose a weekly schedule and a channel for run reports.
- 5Test with one customer before relying on the recurring recap.
Questions about this workflow
Can the recap update Xero contacts?
No. This workflow retrieves contact information for review but does not edit records.
Can I choose when it runs?
Yes. Select a recurring weekly schedule when creating the automation.
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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