Start Your Review with a Clear Lead Digest
Set a recurring time to turn the lead context available to Notis into a short planning summary.
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
A growing prospect list can be difficult to review consistently when there is no routine to surface it.
- Create a regular moment to review supplied lead context.
- Reduce the effort of scanning multiple prospect details.
- Make missing or stale context visible for follow-up.
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 what lead records it can use and how to summarize them without assuming unavailable history.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example of the records available to the automation.
Questions about this workflow
Will the schedule automatically retrieve Aeroleads records?
Only if the automation has access to those records through the configured integration context. Do not assume an unlisted Aeroleads event or retrieval capability.
Can the digest compare with last week?
Only if prior records or a baseline are supplied. Otherwise, it can summarize the information available for that run.
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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No card. Works with personal or business Ai ml api.