Find Prospects That May Need Follow-up
Bring overdue prospect follow-ups back into view with a scheduled Cody review.
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
Follow-up intentions get buried when prospect records are not revisited on a steady cadence.
- Surface follow-ups using dates included in supplied research.
- Create a review artifact your team can discuss in Cody.
- Reduce the effort of scanning old prospect notes.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Cody once in Notis.
- 2Create an automation instructing Notis to summarize supplied prospect details and identify follow-ups based on their included dates.
- 3Pick a recurring Notis schedule and provide the prospect details to review.
- 4Choose where run reports go, then test with one real prospect and follow-up date.
Questions about this workflow
Can the automation know when a lead was last contacted?
Only if that date is included in the information supplied to Notis. Aeroleads has no listed event trigger for contact activity.
Does Cody send the follow-up?
No. This workflow creates a Cody review document and does not send outreach.
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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