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Quick start: speak these

Update Jane’s lead status to Interested in HubSpot.
Log a call with Jane: 15-minute chat about workflow improvements.
Create follow-up tasks for Jane.
Notis keeps your CRM updated without you ever opening it.

CRM workflow with Notis

1. Capture new contacts

Send a business card photo or dictate contact details:
Add new lead from this business card
Notis extracts and creates:
  • Name: Jane Doe
  • Company: InnovateCo
  • Email: jane.doe@innovateco.com
  • Phone: +34 612 345 678
  • New lead created in HubSpot

2. Update lead status

Change statuses hands-free:
Update Jane Doe’s status to Interested.
Move John to Qualified.
Mark Acme Corp as Won.

3. Log calls and meetings

Capture call notes by voice:
Log a call with Jane: 15-minute discussion about workflow improvements. She’s eager to see a demo.
Notis records:
  • Call duration
  • Key topics discussed
  • Sentiment and interest level
  • Next steps mentioned

4. Create follow-up tasks

Never forget a follow-up:
Create follow-up tasks for Jane.
Remind me to send the proposal to John on Friday.
Notis creates in your CRM:
  1. Send demo invitation email
  2. Prepare tailored demo
  3. Schedule meeting for next Thursday

5. Draft follow-up emails

Personalized outreach in seconds:
Draft a follow-up email to Jane with our best case study.
Notis will:
  • Pull the most relevant case study from your Notion workspace
  • Draft an email tailored to their needs
  • Reference your previous conversations

Set up your CRM connection

Connect your CRM in the Integrations tab or use the CRM database included in the Notis Second Brain template.
If you choose to use your own CRM, like HubSpot, Salesforce, or Pipedrive, make sure to delete the CRM database in the Notis Second Brain template to avoid any conflicts.

Automations

Stage-change follow-up pack

When a deal moves stages (for example from Qualified to Demo scheduled), Notis automatically prepares the next best actions so nothing slips. Trigger: Deal Stage Updated
  1. Go to the Automations tab in the Notis portal and create a new automation.
  2. Select your CRM (HubSpot / Pipedrive / Salesforce) and set the trigger to Deal Stage Updated.
  3. Paste the instruction below (feel free to customize):

Pro tips

  • Be specific with names: “Jane Doe at InnovateCo” helps Notis find the right record.
  • Mention interest signals: “She’s eager” or “not interested yet” updates sentiment.
  • Reference time: “15-minute call” or “met at the conference” adds valuable context.
  • Batch updates: Log multiple interactions in one voice note.