Make It Easier to Revisit Leads You Have Set Aside
Turn the lead details available at review time into a few useful questions for deciding what deserves attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Text Chat Completion
Generates a text completion or chat response using an AI model.
Why this helps
Leads set aside for later can remain untouched because restarting the research takes too much effort.
- Restart prospect review with a short set of questions.
- Focus attention on the context and gaps that matter.
- Avoid claiming that a lead is stale unless timing data is provided.
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 to prepare review questions from supplied lead details and any timing data you provide.
- 4Choose a recurring schedule and a destination for run reports.
- 5Test with one real lead example and confirm the questions are actionable.
Questions about this workflow
How does the workflow know a lead is stale?
It does not know unless the record or prompt supplies relevant dates or criteria. The workflow can then help apply those criteria.
Does it contact the prospect?
No. It creates review prompts using text completion; it does not send outreach.
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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