See the time behind your prospecting pipeline
Get a shareable view of tracked lead research and follow-up without remembering to build a report each week.
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
Prospecting effort is easy to overlook when time entries are scattered across projects and reports are built inconsistently.
- Create a repeatable weekly review artifact.
- Share prospecting time summaries with collaborators.
- Reduce the effort of assembling a pipeline work review.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Clockify once in the Notis portal.
- 2Create an automation that prepares a shareable report for prospecting work.
- 3Pick a recurring Notis cron schedule for the review.
- 4Choose where Notis should send run reports.
- 5Test with one real reporting period and review the shared report.
Questions about this workflow
Does Aeroleads provide the time data for this report?
No. Clockify supplies the tracked time. The Aeroleads context helps you describe which lead research and follow-up work to review.
Can the report determine how much time each lead took?
Only if your Clockify entries include enough detail to identify individual leads. Add that context to your time entry practice if needed.
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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