Spot Patterns Across Prospect Research
Review the segment patterns hiding in the prospect research you have collected.
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
Individual prospect notes make it hard to see patterns across a market or segment.
- Summarize patterns across the records provided.
- Keep segment observations available for planning.
- Call out evidence limits and unanswered questions.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Cody once in Notis.
- 2Create an automation instructing Notis to summarize patterns in the prospect research you supply for a segment and note the evidence behind each pattern.
- 3Pick a recurring Notis schedule and provide the segment research for review.
- 4Choose where run reports go, then test with a small real sample.
Questions about this workflow
Can it analyze the whole Aeroleads account automatically?
No account-wide retrieval is specified by these events. Supply the research for the scheduled review.
Can it make market-size claims?
Only if the supplied data supports them. The instruction should ask Cody notes to distinguish observed patterns from unsupported conclusions.
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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