Turn scheduled prospect research into a follow-up queue
Set your prospecting criteria once. Notis can search with Aeroleads on a schedule and surface selected leads as Agiled tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a new task.
Why this helps
Prospecting gets postponed when it has to compete with a full day of founder work.
- Keep prospect research moving without remembering to start it.
- Create tasks only for prospects that meet your stated criteria.
- Review the prospect context and suggested next step in Agiled.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which prospects to find, what qualifies as a match, and to create an Agiled task with a short research summary and next step.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and refine your criteria if needed.
Questions about this workflow
Does Aeroleads start this workflow?
No. The workflow uses a Notis schedule because Aeroleads has no listed trigger events.
Where do prospect criteria come from?
You provide them in the automation instruction, such as the type of company or role to research. Notis should not assume criteria you have not supplied.
What if a prospect does not have enough information for a task?
Tell Notis to skip incomplete matches and report what information was missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Agiled. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Creates a new expense.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Ticket
Creates a new support ticket.
Get Contacts
Retrieves contacts.
Get Currencies
Retrieves the available currencies.
Get Deals
Retrieves deals.
Get Employees
Retrieves employees.
Connect any two apps with Notis in the middle.
Aeroleads and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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