Make Prospect Risks and Unknowns Visible
Keep concerns and unanswered questions visible before committing more time to a lead.
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 can mistake incomplete research for confidence when concerns are not captured explicitly.
- Preserve concerns included in supplied research.
- Separate confirmed information from unknowns.
- Support a more deliberate prospect review.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Cody once in Notis.
- 2Create an automation instructing Notis to document supplied prospect concerns, evidence, and unknowns in Cody, separating facts from interpretation.
- 3Pick the Notis webhook trigger and include the relevant research in the request.
- 4Choose where run reports go, then test with one real prospect example.
Questions about this workflow
Will it create risks that are not in the research?
No. Ask it to report concerns grounded in supplied information and clearly label unknowns.
Does this replace a formal compliance review?
No. It records the research you provide and does not independently validate claims or perform a formal review.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Cody.