Review Aeroleads Prospects in a Weekly Cody Digest
Start the week with a readable summary of prospect research in Cody.
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
A growing list of prospects is difficult to revisit when research has no consistent review point.
- Create a predictable review point for prospect research.
- Surface follow-up priorities from the details provided.
- Keep the digest available in Cody for team context.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Cody once in Notis.
- 2Create an automation and instruct Notis to summarize the Aeroleads prospect research you provide into a weekly Cody review document.
- 3Pick a recurring Notis schedule for the review.
- 4Choose where run reports go, then test with one real prospect example.
Questions about this workflow
Can the schedule retrieve Aeroleads records by itself?
This package uses a Notis schedule, not an Aeroleads event. The prompt can summarize only prospect information supplied to the automation.
Can the digest rank prospects?
It can organize and prioritize using criteria you provide and information present in the supplied research. It cannot apply missing fields or an unstated baseline.
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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