Review prospecting patterns once a month
Bring available prospecting data into a monthly review document so decisions have a shared starting point.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Carbone Report
Generates a document in the chosen format from a template.
Why this helps
Without a regular summary, useful prospecting patterns can stay buried in individual research sessions.
- Create a recurring document for team discussion.
- Summarize only data available to the workflow.
- Keep monthly review preparation predictable.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Carbone once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the monthly review.
- 3Tell Notis to summarize available Aeroleads prospecting data into a Carbone insights report.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one real example and confirm the data supports the requested review.
Questions about this workflow
Can this calculate month-over-month change?
Only if the needed history or baseline is available to the workflow or supplied by you.
Does the schedule create new Aeroleads data?
No. It uses data available to the automation and generates a Carbone report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Carbone. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Permanently deletes a template; this action cannot be undone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Downloads the original template file.
Generate Carbone Report
Generates a document in the chosen format from a template.
Get Carbone Server Status
Checks the server’s current status and health.
List Templates
Retrieves templates stored in the workspace.
Set Carbone API Version
Sets the Carbone API version for subsequent requests.
List Template Categories
Lists the categories used to organize templates.
Upload a template
Uploads a template for document generation.
Connect any two apps with Notis in the middle.
Aeroleads and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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