See Which Prospect Records Need More Research
Make research coverage visible before a prospect moves to the next step.
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
Teams may assume a lead is fully researched when key information has never been checked.
- Check supplied records against criteria you define.
- List visible gaps for follow-up research.
- Keep a repeatable coverage review in Cody.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Cody once in Notis.
- 2Create an automation instructing Notis to compare supplied prospect details against your stated research checklist and document present items and gaps.
- 3Pick a recurring Notis schedule and supply the records to review.
- 4Choose where run reports go, then test with one real prospect record.
Questions about this workflow
Does this workflow define a universal research checklist?
No. Include the criteria you want checked in your instruction. Notis can only compare against criteria and data supplied.
Can Cody fill missing enrichment fields?
No. This workflow records gaps in a Cody document; it does not enrich or modify Aeroleads records.
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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