Compare Prospects with Your Target Segment
See how the research you have compares with the segment you want to reach.
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
Segment assumptions drift when no one revisits the evidence behind prospect selection.
- Compare supplied research against criteria you choose.
- Keep the evidence and uncertainties visible.
- Create a repeatable checkpoint for segment review.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Cody once in Notis.
- 2Create an automation instructing Notis to compare supplied prospect research against your stated segment criteria and record evidence, uncertainty, and questions.
- 3Pick a recurring Notis schedule and supply the prospects and criteria.
- 4Choose where run reports go, then test with one real prospect.
Questions about this workflow
Does Notis know our ideal customer profile?
Only if you provide the criteria in the instruction or research materials.
Can it decide segment fit from incomplete data?
It can note what evidence is present and what is missing, but should make uncertainty clear rather than invent 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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