Keep Lead Fit Decisions with Their Evidence
Make the reasoning behind a prospect decision easy to revisit later.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a text-based document in the knowledge base.
Why this helps
Teams lose time re-evaluating the same contact when no one captured the evidence behind its priority.
- Preserve the evidence considered for a prospect decision.
- Make prioritization easier to explain and revisit.
- Keep assumptions distinguishable from supplied facts.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Cody once in Notis.
- 2Create an automation instructing Notis to document the supplied lead evidence, fit rationale, and any unresolved questions in Cody.
- 3Pick the Notis webhook trigger and send a request with one prospect and its evaluation context.
- 4Choose where run reports go, then test with one real lead decision.
Questions about this workflow
Can it decide fit without criteria?
Provide your fit criteria in the instruction. Without them, Notis can summarize evidence but should not invent a qualification standard.
Can it tell facts from assumptions?
Ask it to label supplied evidence separately from interpretation and unanswered questions.
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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