Give every prospect batch a review point
Turn a recurring discovery run into a focused Attio task for reviewing the leads and choosing what to do next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task from plain text, with optional deadline, assignees or linked records.
Why this helps
Recurring research can produce a pile of names without a dedicated moment to review or act on them.
- Create a dependable review checkpoint
- Keep research follow-up visible in Attio
- Avoid letting a prospect batch sit untouched
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Attio once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to discover prospects matching your criteria and create an Attio task to review the returned leads.
- 4Choose a recurring schedule and a run report destination.
- 5Test with one discovery cycle.
Questions about this workflow
Does the task contain the prospect list?
Ask Notis to include a concise summary of the returned leads in the task content, within what the discovery run provides.
Can this create separate tasks for each prospect?
You can request that, but this workflow is designed around one review task per discovery run to create a single review checkpoint.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Attio. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Attio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
Create a note on a record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Assert Company (Create or Update)
Updates a matching company record or creates one if none exists.
Create Record
Create a new record.
Assert Person Record
Creates or updates a person record using a unique attribute to avoid duplicates.
Delete Note
Delete a note.
Assert User Record (Create or Update)
Updates a matching user record or creates one if none exists.
Delete Record
Permanently delete a record; this cannot be undone.
Assert Workspace (Create or Update)
Updates a matching workspace record or creates one if none exists.
Connect any two apps with Notis in the middle.
Aeroleads and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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