Save requested prospect research to a ChatbotKit dataset
Make a specific research request and keep its useful findings in your existing dataset.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Dataset Record
Adds a text record to a dataset for bot knowledge retrieval.
Why this helps
One-off prospect research often stays in a request thread instead of the bot's reference material.
- Captures one-off research without manual copying
- Preserves selected findings for later retrieval
- Supports request-driven research workflows
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 how request details and AeroLeads findings should become a record.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request and inspect the added record.
Questions about this workflow
Does this workflow create a new dataset?
No. It adds a record to an existing ChatbotKit dataset, which you must identify in the instruction.
Can it save details the lookup does not return?
Only if those details are supplied in the request or instruction. Notis cannot fill in missing facts.
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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