Walk into prospect meetings with the email context ready
Get the prospect's stated needs and relevant message context together before the conversation begins.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Message
Retrieves the full details of an email message from an inbox.
Why this helps
Meeting prep gets rushed when you have to search email and lead details at the last minute.
- Surfaces the prospect's own stated needs.
- Saves time locating the referenced message.
- Shows where context is missing.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Agent mail once in Notis.
- 2Create an automation and describe the meeting brief you want, using only supplied or retrieved facts.
- 3Choose the webhook trigger and send a request with the relevant message reference and meeting context.
- 4Choose where run reports go.
- 5Test with one real meeting example and check the brief against the email.
Questions about this workflow
Does the webhook add a calendar trigger?
No. The webhook must be sent by your meeting preparation process. No calendar event is listed as a trigger here.
Can it prepare a brief without the message reference?
The selected action retrieves a specific message, so the request needs enough information to identify the intended message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Agent mail. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Agent mail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Message
Retrieves the full details of an email message from an inbox.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Draft
Create a draft and optionally schedule its automatic delivery.
List Messages
Lists messages in an inbox.
Create Inbox
Create an inbox for sending and receiving messages.
Send Email
Sends an email.
Create Inbox API Key
Create an inbox-scoped API key; omitting permissions grants all available inbox permissions.
Delete Thread
Permanently delete a thread and all its messages.
Get API Key
Retrieve API key details without exposing its secret.
Connect any two apps with Notis in the middle.
Aeroleads and Agent mail, 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 Agent mail.