Give your team a readable prospecting brief in Basecamp
Turn recurring Aeroleads research into a concise Basecamp document your team can scan when planning outreach.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document in Vault
Create a document in a project vault.
Why this helps
Lead research accumulates across prospecting sessions, making it hard to see the useful patterns without reopening each record.
- Bring recurring prospect research into a shared Basecamp vault.
- Make research easier to scan before planning outreach.
- Keep a dated written reference for the team.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Basecamp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Ask Notis to review available Aeroleads prospecting data and publish a concise dated brief as a Basecamp vault document.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real example and review the document content.
Questions about this workflow
Does the schedule itself provide new Aeroleads data?
No. The schedule starts the automation. The prompt should ask Notis to use available Aeroleads data, and any required date range or criteria must be clear or supplied.
Where does the brief go?
The selected Basecamp project vault. Choose a vault as part of the automation instruction or provide that context in your prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Basecamp. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Basecamp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete To-Do
Mark a to-do as complete.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card in Column
Add a new card to a card table column.
Create Step in Card
Add a step to an existing card.
Create Chatbot
Add a chatbot to a chat room.
Create Chatbot Line
Post a message to a chat as a chatbot.
Create Document in Vault
Create a document in a project vault.
Create Project from Template
Start creating a project from a template in the background.
Create To-Do (Deprecated)
Add a to-do to a to-do list.
Connect any two apps with Notis in the middle.
Aeroleads and Basecamp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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