Batch your prospect email preparation
Use one scheduled work block to prepare several relevant drafts for your review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Email
Why this helps
Switching between research and composing each individual first email fragments focused work.
- Prepare multiple drafts in one scheduled run when prospect data is available.
- Keep each message unsent for human review.
- Use only facts supplied for each prospect.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe which supplied prospects to include and ask for unsent drafts only.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real prospect before using a larger batch.
Questions about this workflow
Does the schedule collect a new Aeroleads batch automatically?
No source event is listed. Make the prospect batch available to Notis through your process or request payload before the scheduled run.
Can the drafts be sent during the batch?
The instruction should explicitly request draft mode only. Review each email before choosing to send it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Close. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
Aeroleads and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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