Give your team a concise monthly lead briefing
Share the lead research that matters this month in a time-bounded Canvas notification for the roles you choose.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create account notification
Creates a notification for the Canvas account.
Why this helps
Useful lead research accumulates, but teams do not have a reliable way to see the month’s themes and open questions.
- Summarize a defined time window of lead research.
- Share a concise notification with configured roles.
- Surface open questions alongside supported themes.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Canvas once in the Notis portal.
- 2Create an automation named for the monthly lead briefing.
- 3Tell Notis which Aeroleads records and month to summarize, which themes matter, and which valid Canvas notification roles and date window to use.
- 4Pick the Notis cron trigger and choose a monthly schedule and report channel.
- 5Test with a completed period and verify the summary, roles, and notification dates.
Questions about this workflow
What dates should the notification use?
Provide the start and end dates, ensuring the end date is after the start date.
Can Notis include month-over-month changes?
Only if the prior period or a suitable baseline is available to the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Canvas. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Canvas actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create account notification
Creates a notification for the Canvas account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Abort Quiz Report Generation
Cancels quiz report generation or removes a previously generated report.
Create appointment group
Creates an appointment group with schedulable time slots.
Add conversation message
Adds a follow-up message to an existing conversation.
Create an assignment
Creates an assignment in a Canvas course.
Add course to favorites
Adds a course to the current user’s favorites; no change occurs if it is already saved.
Create assignment override
Creates an assignment override to adjust dates for selected students, a group, or a course section.
Add group to favorites
Adds a group to the current user’s favorites; no change occurs if it is already saved.
Connect any two apps with Notis in the middle.
Aeroleads and Canvas, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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