Keep prospect research moving with scheduled reviews
Create a regular review task for the lead files that need a fresh look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Assign task
Assigns a task to a user.
Why this helps
Prospect research can go stale when follow-up review depends on someone remembering to check it.
- Make periodic review an assigned task.
- Keep specified prospect files in a review rhythm.
- Reduce reliance on remembering a separate reminder.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for prospect file reviews.
- 3Tell Notis which prospect files to review and who should receive the Box task; provide the source list or identifiers.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real file and confirm the task reaches the intended reviewer.
Questions about this workflow
Does the workflow discover stale files in Aeroleads?
No such source event or history is listed. Provide the files to review or the criteria and source information needed to identify them.
Can it assign tasks without a named reviewer?
The task needs an intended user. Include the reviewer in the automation instruction or its input.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Box. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Box actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add classification to file
Adds a classification label to a file.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add classification to folder
Adds a classification label to a folder.
Add domain to list of allowed collaboration domains
Allows a domain for inbound, outbound, or two-way enterprise collaboration.
Add initial classifications
Sets up an enterprise’s initial classification options.
Add or update user avatar
Adds or updates a user’s avatar.
Add shared link to file
Adds a shared link to a file.
Add shared link to folder
Adds or updates a shared link to a folder.
Add shared link to web link
Adds a shared link to a web link.
Connect any two apps with Notis in the middle.
Aeroleads and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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