Prepare for Prospect Outreach with Better Context
Review the lead and the open questions before you reach out.
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 preparation takes longer when prospect context and research questions are in different places.
- Gather supplied prospect context in one readable brief.
- Highlight open questions before outreach.
- Reduce last-minute context switching.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Cody once in Notis.
- 2Create an automation instructing Notis to create a pre-outreach brief with supplied prospect details, relevant context, and unanswered questions.
- 3Pick the Notis webhook trigger and include the lead research in the request.
- 4Choose where run reports go, then test with one real prospect.
Questions about this workflow
Does the brief write or send outreach?
No. It creates a Cody document to support preparation and does not contact the prospect.
Can it personalize the brief to our product?
Include your product context and outreach criteria in the instruction or supplied request. Notis should not invent those details.
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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