Get a Weekly HubSpot Contact Qualification Report
Review new contacts systematically every week. Notis sends a qualification summary so you can quickly identify which leads are ready to move forward.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post message to channel
Deprecated: posts a message to a slack channel, direct message, or private channel. use `send message` instead.
Why this helps
Unqualified contacts accumulate in the database, creating noise. Neurodivergent founders need structured, regular qualification reviews to keep the pipeline clean.
- Review new contacts in a structured weekly cadence
- Quickly identify which leads are ready for sales conversation
- Keep your database clean and focused on qualified prospects
- Reduce time spent on manual qualification reviews
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Slack to Notis.
- 2Create an automation called 'Weekly Qualification Check' with this prompt: 'Every Wednesday at 9am, send a message to #sales with a summary of contacts created last week, split by qualification status (qualified, unqualified, needs-review). Include a quick summary of why each unqualified contact was disqualified.'
- 3Select 'Scheduled (Cron)' as your trigger, set it for Wednesday mornings, and pick #sales.
- 4Test the automation and adjust the qualification criteria as needed for your business.
Questions about this workflow
How does Notis determine if a contact is qualified?
You define it in your prompt. Common criteria: budget, authority, need, timeline (BANT), company size, industry fit, or a custom HubSpot field.
Can the report include action items?
Yes. Edit your prompt to suggest next steps for each qualified lead, like 'schedule call' or 'send case study'.
Can I change the day or frequency?
Absolutely. Adjust to any day and frequency that fits your sales rhythm (daily, weekly, bi-weekly, monthly).
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Slack. A trigger fires from one place; an action lands in another.
Hubspot triggers
Slack actions
Contact Created Trigger
Contact Created Trigger
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Not just Hubspot and Slack. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Slack.