Choose weekly follow-ups with research and quote context
Start with a short, evidence-informed list of quotes that may deserve attention this week.
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
A long proposal list makes it difficult to decide where to focus first, especially when context is scattered.
- See relevant current research beside quotes.
- Focus on a short list of possible follow-ups.
- Reduce time spent rebuilding opportunity context.
Setup
Build it in a few focused steps.
- 1Connect Tavily and Xero to Notis once through the portal.
- 2Create the automation in the portal or ask Notis to set it up in plain language.
- 3In one instruction, define the opportunities or market signals to review and request relevant Xero quotes with a concise priority summary.
- 4Choose a weekly schedule and a channel for run reports.
- 5Test with a few real opportunities and check that the priorities are actionable.
Questions about this workflow
Does this send follow-up messages?
No. It prepares a review summary so you can decide which follow-ups to make.
Can I specify how many priorities to return?
Yes. Include a manageable limit in your plain-language 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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