Turn recent call history into clear follow-up
Get a concise review of recent Callingly calls and the Aeroleads research each follow-up needs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Calls
Lists call records.
Why this helps
Call history can accumulate faster than a founder can review it and decide what needs attention.
- Surfaces calls that may need another step
- Reduces time spent scanning call history
- Connects call outcomes to prospect research needs
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3Ask Notis to list recent Callingly calls for the desired period and summarize which prospects need Aeroleads research or follow-up.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real call-history review and check the summary.
Questions about this workflow
Can Notis infer call outcomes that are not in the records?
No. The review can only use call details returned by Callingly and context you provide.
Can I limit the review period?
Yes. State the date range or lookback period in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Callingly. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Activate/Deactivate Client Account
Activates or deactivates a client account to control access.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Creates a new agent.
Create Outbound Call
Creates a call record and immediately places an outbound call, which may incur a cost.
Create Client
Creates a new client account under your agency.
Create Team
Creates a new team.
Create Webhook
Creates a webhook for real-time call or lead notifications.
Delete Agent
Permanently deletes an agent from an account.
Delete Client
Deletes an existing client from your account.
Connect any two apps with Notis in the middle.
Aeroleads and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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