Reset your prospecting plan around the week as it stands
At a midweek checkpoint, refresh your active goals before deciding what prospecting still fits into the days ahead.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all goals
Lists all goals for a user.
Why this helps
Plans made at the start of the week can stop matching the commitments and energy available by midweek.
- Refresh the active-goal list during the week
- Use current commitments to reconsider remaining prospecting time
- Create a lightweight midweek planning prompt
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 active Beeminder goals and summarize them for a midweek Aeroleads prospecting reset.
- 4Choose a midweek schedule and where run reports should go.
- 5Test with one real example and confirm the snapshot supports your reset.
Questions about this workflow
Can it compare goals with Monday's snapshot?
Only if you retain and provide the earlier snapshot. This action retrieves the current active goals.
Can I choose another checkpoint day?
Yes. Choose the schedule that fits your planning rhythm.
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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