Carry useful goal history into next year's prospecting plan
Before setting a new year's prospecting direction, revisit archived goals and the commitments they preserve.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Archived Goals
Lists a user's archived goals.
Why this helps
A new year can invite plans that ignore the history of what you already tried to commit to.
- Gather archived goals for an annual review
- Use available history when planning the year ahead
- Make past commitments easier to reference without manual lookup
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Beeminder once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to retrieve archived Beeminder goals and summarize relevant history for your annual Aeroleads prospecting plan.
- 4Choose an annual schedule and where run reports should go.
- 5Test with one real example and include any year-end context you want considered.
Questions about this workflow
Can it identify trends across the year?
It can summarize returned archive data. Trend analysis depends on the dates and details Beeminder provides.
Does this set new goals for the year?
No. It reviews archived goals and provides planning context; it does not create goals.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Beeminder. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Beeminder actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate and Redirect User
Authenticates a user and redirects them to a URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Charge
Creates a charge for a user outside of goal pledges.
Get all goals
Lists all goals for a user.
Get Archived Goals
Lists a user's archived goals.
Get Beeminder User Information
Retrieves information about a user.
Connect any two apps with Notis in the middle.
Aeroleads and Beeminder, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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