Review Lead Enrichment Gaps in Cody Each Month
See which supplied lead records still need research before another month passes.
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
Incomplete prospect research can linger unnoticed when there is no regular cleanup pass.
- Create a recurring checkpoint for supplied enrichment data.
- Highlight missing details that are visible in the provided records.
- Keep review notes in Cody for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Cody once in Notis.
- 2Create an automation instructing Notis to review the Aeroleads enrichment details provided and document visible gaps in Cody.
- 3Pick a monthly Notis schedule and supply the records for review.
- 4Choose where run reports go, then test with one real record.
Questions about this workflow
Can this detect fields that Aeroleads did not return?
It can identify missing information in records supplied to Notis, but it cannot access fields or records that were not provided.
Will it update the Aeroleads data?
No. The selected Cody action creates a review document; it does not update 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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