Make Prospect Review Time More Focused
Walk into your prospect review with the records and questions already organized.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Creates a text-based document in the knowledge base.
Why this helps
Prospect review time gets consumed by collecting context instead of making decisions.
- Collect supplied prospects and questions into a discussion outline.
- Keep meeting preparation connected to research.
- Make decisions and open questions easier to scan.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Cody once in Notis.
- 2Create an automation instructing Notis to turn supplied prospect records and review questions into a concise Cody agenda.
- 3Pick a recurring Notis schedule before your review and provide the relevant records.
- 4Choose where run reports go, then test with one upcoming review.
Questions about this workflow
Will it add the agenda to a calendar meeting?
No. The selected Cody action creates a document and does not modify calendars.
Can it include existing priorities?
Yes, if you provide them in the instruction or supplied review materials.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Cody. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Cody actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conversation
Starts a new conversation with a bot.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a text-based document in the knowledge base.
Create Document From File
Creates a knowledge base document from an uploaded file.
Create Document from Webpage
Creates a knowledge base document from a public webpage.
Create Folder
Creates a folder to organize documents or conversations.
Delete Conversation
Permanently deletes a conversation.
Delete Document
Deletes a document.
Get Conversation
Retrieves a conversation and its details.
Connect any two apps with Notis in the middle.
Aeroleads and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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