Make your lead spreadsheet ready as a CSV
Set a recurring run to convert a supplied Excel file into a straightforward CSV.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert Excel to CSV
Why this helps
A lead list is ready, but the next step cannot use the Excel format and converting it becomes another manual chore.
- Prepare a CSV for downstream tools that accept that format.
- Avoid repeating the same file conversion by hand.
- Keep a predictable schedule for routine file preparation.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Conversion tools once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to convert the supplied Excel lead file to CSV using Conversion tools.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real Excel lead file.
Questions about this workflow
Will the schedule find a new Aeroleads export automatically?
The schedule starts the automation, but the file must be supplied or otherwise made available to the run. Aeroleads has no listed trigger event.
Which conversion action is used?
The workflow uses Convert Excel to CSV, action 4317.
Can the output be used for outreach?
The CSV is a reformatted file. Any outreach decisions or next steps should be specified separately in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Conversion tools. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Conversion tools actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Convert Excel to HTML
Converts an Excel spreadsheet into an HTML table.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Conversion Task
Creates a file or website conversion task; it counts against quota unless sandbox mode is on.
Download Converted File
Downloads a converted file after its task succeeds; the file is automatically deleted after 24 hours.
Get Auth Info
Retrieves information about the authenticated user, including their email address.
Get Conversion Config
Lists available conversion types and their options.
Get File Info
Retrieves a stored file’s metadata and, for text files, a preview without using quota.
Convert Word to Text
Converts a Word document to plain text.
Get Task Status
Retrieves a conversion task’s status and, when successful, its result file ID.
Connect any two apps with Notis in the middle.
Aeroleads and Conversion tools, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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