Prepare for a Prospect Conversation with Less Research Friction
Get a brief focused on the contact's stated role and the company details you already have.
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
Preparing for each prospect conversation can mean repeating the same context gathering and note taking.
- Gather supplied role and company context into one compact brief.
- Keep the summary grounded in available details.
- Prepare more easily for a first conversation.
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.
- 3Ask Notis for a role-focused brief and specify that it must not infer responsibilities absent from the supplied context.
- 4Choose the webhook trigger and a report destination.
- 5Test with one real contact and review the brief for accuracy.
Questions about this workflow
Does this research the contact online?
No. This workflow summarizes the contact and company information provided to the webhook.
Can it suggest questions for a call?
Yes. Include that request and your conversation goals in the instruction, while keeping suggestions distinct from known facts.
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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