Turn prospect details into a consistent, personalized PDF
Use the same useful brief structure for each prospect while keeping the details personal.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Template to PDF
Generate a PDF from a template and data; processing runs asynchronously by default.
Why this helps
Repeatedly formatting prospect notes takes time and makes it harder to compare research consistently.
- Reuse a consistent document structure.
- Include available prospect details in a personalized brief.
- Spend less time formatting research notes.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Cloudlayer once in the Notis portal.
- 2Create an automation in Automations, New Automation, or ask Notis in plain language.
- 3Tell Notis to populate a Cloudlayer template with the available prospect information and specified brief sections.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real prospect and inspect the generated PDF.
Questions about this workflow
Do I need a Cloudlayer template?
The Template to PDF action accepts a predefined template ID or a base64-encoded custom template, along with data.
Which prospect details will be included?
Only fields available to Notis from Aeroleads or provided in your instruction or input.
What starts the workflow?
A recurring Notis schedule starts it; Aeroleads trigger events are not listed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Cloudlayer. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Cloudlayer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Storage
Adds a user-owned S3-compatible storage configuration for generated assets.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Asset
Retrieves an asset by its ID.
Convert HTML to Image (V2)
Renders HTML as a PNG, JPG, or WebP image and returns job details and the generated asset.
Get API Status
Checks whether the service is reachable.
Convert HTML to PDF (v2)
Converts HTML into a PDF.
Convert URL to PDF (Simple)
Converts a URL to PDF and returns the result immediately.
Delete Storage Configuration
Deletes a user storage configuration after you confirm its ID is correct.
List Assets
Lists generated PDFs and images in your account.
Connect any two apps with Notis in the middle.
Aeroleads and Cloudlayer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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