Use past goals to reflect on your prospecting habits
A periodic look at archived goals can help you reflect on past commitments before planning another round of lead discovery.
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
Past goals are easy to forget, so planning can repeat old patterns without the context of earlier commitments.
- Bring archived Beeminder goals into a scheduled review
- Use past commitments as context when planning future prospecting
- Reduce the effort of looking up historical goals manually
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 useful themes for your next Aeroleads planning review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and confirm the returned archive supports your review.
Questions about this workflow
Does this workflow create archived goals?
No. It retrieves archived goals that already exist in Beeminder.
Can it infer why a goal was archived?
Only if that reason is included in the data Beeminder returns. Otherwise, provide the context you want Notis to use.
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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