Research prospect context from sales tasks
Go into outreach with a useful, current reason to start the conversation.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
List Latest News
Tool to retrieve the latest news articles from Currents News API. Use when you need a real-time feed of recent articles.
Why this helps
Personalized outreach takes too long when context gathering is separated from task capture.
- Speed up account research
- Improve outreach relevance
- Keep context with the sales task
Setup
Build it in a few focused steps.
- 1Connect Todoist and Currents api once.
- 2Create a prospect context automation.
- 3Tell Notis to find current company and industry headlines for each new sales task.
- 4Select New Task Created in Todoist.
- 5Choose where reports go and test with one prospect task.
Questions about this workflow
What should I include in the task?
Add the company, person, or industry you want researched.
Can it draft outreach?
This workflow gathers context. You can ask for outreach ideas in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Currents api. A trigger fires from one place; an action lands in another.
Todoist triggers
Currents api actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Latest News
Tool to retrieve the latest news articles from Currents News API. Use when you need a real-time feed of recent articles.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activities Watch
Tool to start a notification channel to watch activities for a specified user and application. Use when needing to receive push notifications for user activity; call after OAuth credentials and webhook endpoint are set up.
New Task Created
Trigger when a new task is added to Todoist.
Get Entity Usage Reports
Tool to retrieve usage statistics for a specific Google Workspace entity. Use when you need to analyze entity usage on a particular date.
List Users
Tool to list users in a Google Workspace domain. Note: - When the provided base_url points to Currents News API (api.currentsapi.services), this action will gracefully fall back to listing latest news articles to ensure a valid response, since the Currents News API does not expose a users endpoint. - When the base_url points to Google Admin Directory API, it will list users from the domain/customer specified.
Get User Usage Report
Tool to retrieve the usage report for a specified user on a given date. Use after confirming the userKey and date. Use when detailed usage metrics are needed for auditing or monitoring.
Connect any two apps with Notis in the middle.
Todoist and Currents api, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Currents api.