Bring prospect research into the conversation history
Keep research alongside an existing ChatbotKit conversation for easier follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create conversation message
Adds a message to an existing conversation.
Why this helps
Research and conversation history can be scattered across separate tools.
- Keeps selected research with an existing conversation
- Makes prospect context easier to review
- Can label the message as internal context in its content
Setup
Build it in a few focused steps.
- 1Connect AeroLeads and ChatbotKit once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, specify the prospect criteria, the existing conversation identifier, and the research to add as a message.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one prospect and confirm the message appears in the intended conversation.
Questions about this workflow
Can this action create a conversation?
No. Create Conversation is a separate action. This workflow adds a message to an existing conversation, so its identifier must be available.
Will it send the research to a prospect?
The action adds a conversation message. Specify the intended message type and content carefully, and use a suitable conversation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Chatbotkit. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Chatbotkit actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete Conversation
Sends a message to a chatbot conversation and returns the bot's AI-generated reply.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Attach Dataset File
Attaches a file to a dataset as a source of knowledge content.
Create Integration
Creates a support integration for a chatbot to handle customer inquiries.
Authenticate Secret
Generates an authentication URL for a secret.
Create Skillset
Creates a reusable skillset that groups multiple skills.
Clone Blueprint
Clones a blueprint and its associated resources.
List Bots
Retrieves a paginated list of bots.
Clone Bot
Clones a bot with its settings and configuration.
Connect any two apps with Notis in the middle.
Aeroleads and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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