Hand Off a Prospect Without Losing the Context
Give the next person a compact brief that makes the lead status and remaining questions easy to understand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Text Chat Completion
Generates a text completion or chat response using an AI model.
Why this helps
Prospect handoffs often lose the context that explains what has already been checked and what remains.
- Keep supplied context and open questions together.
- Make a handoff easier to scan and continue.
- Avoid implying prior work that is not documented.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Ai ml api once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to produce a handoff with known context, completed checks, and open questions from the material provided.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real handoff example and review for clarity.
Questions about this workflow
Does it know what work has already been done?
Only if the completed checks or notes are included in the information it receives.
Can it assign the lead to a teammate?
No assignment action is listed. It can prepare handoff text for you to use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Ai ml api. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Ai ml api actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel Run
Cancel a run that is currently in progress.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Text Chat Completion
Generates a text completion or chat response using an AI model.
Create Assistant
Create an AI assistant with its chosen model, instructions, and tools.
Create Message
Add a user or assistant message to an existing thread.
Create Run
Start an assistant run on a thread to process its messages and generate a response.
Create Thread
Create a conversation thread that stores messages and context.
Delete Assistant
Delete an assistant.
Delete Message
Delete a message from a thread.
Connect any two apps with Notis in the middle.
Aeroleads and Ai ml api, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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