Make your quarterly prospecting review remember the past
Use a quarterly archive review to connect what you planned before with the prospecting choices you are making now.
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
Quarterly reviews can lose useful history when old commitments are buried in a separate app.
- Gather archived goals on a quarterly schedule
- Make past commitments easier to consider during review
- Reduce manual searching through historical goals
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 items for your quarterly Aeroleads prospecting retrospective.
- 4Choose a quarterly schedule and where run reports should go.
- 5Test with one real example and verify the archive summary is useful.
Questions about this workflow
Does this provide prospecting results from Aeroleads?
No. It retrieves Beeminder archived goals. Add prospecting results separately if you want Notis to compare them.
Can I ask for a summary by period?
You can request that, but the result depends on whether the archived goal data includes dates that support the grouping.
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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