Practice explaining a proposal before you present it
Send a proposal practice request with its opportunity context and retrieve the Chatfai character you want as a conversation partner.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Public Character By ID
Tool to retrieve a public character by its id. use when you need to fetch details of a single public character by providing its unique id.
Why this helps
Explaining a proposal clearly takes preparation, but switching between opportunity notes and rehearsal can make it easy to put off.
- Practice around the proposal and prospect context in your request.
- Rehearse a concise explanation before presenting it live.
- Reduce friction between opportunity review and conversation practice.
Setup
Build it in a few focused steps.
- 1Connect Twenty and Chatfai to Notis once through the portal.
- 2Create a webhook automation in the portal or ask Notis to set up proposal practice requests.
- 3Write one plain-language instruction asking Notis to retrieve your chosen public character and use the supplied proposal context to frame a walkthrough rehearsal.
- 4Pick an incoming webhook trigger and a channel for run reports.
- 5Test with one real proposal and confirm the intended character is retrieved.
Questions about this workflow
Can Chatfai review proposal files?
The available action retrieves a public character by ID. Provide the relevant proposal context to Notis separately for the rehearsal.
How does the workflow start?
It starts when your Notis webhook receives a request containing the context for the practice session.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Twenty to Chatfai. A trigger fires from one place; an action lands in another.
Twenty triggers
Chatfai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Public Character By ID
Tool to retrieve a public character by its id. use when you need to fetch details of a single public character by providing its unique id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
Twenty and Chatfai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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