See the Useful Lead Context at a Glance
Get a short brief that separates what the lead record says from what still needs checking.
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
Switching between contact details and company notes makes it harder to judge which prospects deserve attention.
- Review relevant details in one compact summary.
- Surface missing information before making a qualification decision.
- Reduce repeated scanning of contact records.
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.
- 3Instruct Notis to summarize supplied lead context, separating known details from unanswered questions.
- 4Choose the webhook trigger and a report destination.
- 5Test with one real lead record and check the brief for unsupported assumptions.
Questions about this workflow
Does the workflow decide whether a lead is qualified?
It can summarize evidence against criteria you provide, but those criteria must be included in your instruction.
Can it research missing details?
This workflow uses the context received in the webhook. It should identify unknowns rather than claim information it was not given.
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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