Make prospect research available in ChatbotKit
Turn selected AeroLeads findings into dataset records your ChatbotKit workflows can retrieve.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Dataset Record
Adds a text record to a dataset for bot knowledge retrieval.
Why this helps
Prospect research is less useful when it remains separated from the knowledge your bot can access.
- Keeps selected findings accessible through a dataset
- Reduces manual transfer of research
- Lets you decide which returned information is worth retaining
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, name the existing dataset and describe which AeroLeads findings to add as records.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real research result and review the dataset record.
Questions about this workflow
Does this create a dataset?
No. The selected action creates a record in an existing dataset. Create or identify the dataset separately in ChatbotKit.
Can it add every detail AeroLeads returns?
Instruct Notis which useful findings to include. The workflow can only use information returned by AeroLeads or supplied by you.
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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