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Make prospecting data quality part of the monthly routine

Review contact record completeness in a shared room before data gaps build up across the pipeline.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Post Message

Posts a new message to a room, optionally marking it unread for the sender.

Why this helps

Small data quality issues become harder to resolve when nobody checks them until a prospect needs attention.

  • Create a recurring moment to review accessible contact data.
  • Use a checklist tailored to how your team qualifies leads.
  • Make missing data visible for follow-up.

Setup

Build it in a few focused steps.

  • 1Connect Aeroleads and Chatwork once in Notis.
  • 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
  • 3In one instruction, ask Notis to review accessible prospecting records against your completeness checklist and post a summary of gaps to the intended Chatwork room.
  • 4Pick a recurring Notis schedule and choose where run reports should go.
  • 5Test with one real example and ensure the summary distinguishes present from missing fields.

Questions about this workflow

Will it audit records Notis cannot access?

No. The summary can only cover Aeroleads data available to Notis.

Can the workflow report changes since last month?

Only if prior data or a baseline is available. Otherwise, it can report the current accessible records and their gaps.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Aeroleads to Chatwork. A trigger fires from one place; an action lands in another.

Aeroleads triggers

Chatwork actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Message

Deletes a specific message from a chat room.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Chatwork Room

Creates a group chat room with assigned roles and optional invitation link settings.

ActionInstant

Get Chatwork Contacts

Retrieves a list of all contacts.

ActionInstant

Create Room Invitation Link

Creates a shareable invitation link for a room; creation fails if a link already exists.

ActionInstant

Create Task in Chatwork Room

Creates a room task assigned to specified users, optionally with a deadline.

ActionInstant

Get My Chatwork Status

Retrieves your current status, including unread messages and tasks.

ActionInstant

Get Room Members

Retrieves the members of a chat room.

ActionInstant

Delete or Leave Chatwork Room

ActionInstant

Connect any two apps with Notis in the middle.

Aeroleads and Chatwork, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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