Make monthly prospecting effort easy to share
Give collaborators a consistent monthly view of tracked lead work without rebuilding the report from scratch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Shared Report
Creates a shareable summary, detailed, or weekly report.
Why this helps
Monthly planning discussions often lack a ready summary of how much time went into prospecting and follow-up.
- Create a shareable monthly report for recurring reviews.
- Keep the reporting period consistent.
- Reduce report setup before planning conversations.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Clockify once in the Notis portal.
- 2Create an automation to prepare a shareable monthly report for prospecting work.
- 3Pick a monthly Notis cron schedule.
- 4Choose where Notis should send run reports.
- 5Test with a real month and review the report before sharing.
Questions about this workflow
Does this report include prospect counts?
No. The selected action creates a Clockify time report. Prospect counts require lead data and are not supplied by this action.
Can I share the report outside my team?
The action creates a shared report in Clockify. Follow your workspace's sharing practices when deciding who should access it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Clockify. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Clockify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client in a workspace.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Group
Adds a user to an existing workspace group.
Create Webhook
Creates a webhook to receive workspace event notifications.
Delete Client
Permanently deletes a client; this action cannot be undone.
Create New Project
Creates a project in a workspace, optionally linked to a client.
Delete Webhook
Deletes an existing webhook.
Create Shared Report
Creates a shareable summary, detailed, or weekly report.
Filter Workspace Users
Filters workspace users by criteria.
Connect any two apps with Notis in the middle.
Aeroleads and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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