Keep Prospect Objection Research in Cody
Record the concerns you learn about prospects where your team can find them again.
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
Outreach learnings are easy to forget when each prospect conversation starts from scratch.
- Preserve objection context provided during prospect research.
- Make outreach learnings searchable for the team.
- Reduce repeated research for similar prospect situations.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Cody once in Notis.
- 2Create an automation instructing Notis to turn objection or outreach research included in an Aeroleads request into a concise Cody document.
- 3Pick the Notis webhook trigger and include the research in the request.
- 4Choose where run reports go, then test with one real research example.
Questions about this workflow
Can it infer objections from contact details alone?
No. The workflow can capture objections or outreach findings only when they are present in the supplied request or result.
Is the document a verified record of what a prospect said?
It reflects the information provided. Include the source and date in the request if you need that context preserved.
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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