Keep character knowledge grounded in lead research
Turn recurring prospect insights into a prepared knowledge file for a Convolo AI character.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Upload Knowledge Bank File
Uploads a file to a knowledge bank.
Why this helps
Useful prospect patterns stay buried in lead records instead of becoming context the character can use.
- Consolidate recurring prospect insights into a knowledge file.
- Make relevant lead context available to a character.
- Use a regular review to keep the knowledge file current.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Convolo AI once in the Notis portal.
- 2Create a scheduled automation in Automations, New Automation.
- 3Tell Notis to prepare a knowledge bank file from available Aeroleads research and upload it for the specified character.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real set of lead research and confirm the file is ready and the account supports knowledge bank uploads.
Questions about this workflow
Is knowledge bank upload available on every plan?
No. The listed action is for Enterprise plans only.
Does the action upload a file or create one?
The event uploads a knowledge bank file. Your instruction should ensure a file is ready for upload; confirm the test result before relying on future runs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Convolo ai. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Convolo ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Character
Creates a new character.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Evaluate Character Performance
Evaluates a character’s conversation performance and returns ratings and feedback.
Generate Starter Conversation
Generates conversation starters or follow-up suggestions for a character.
Get Character Response
Generates a text or voice response from a character in an ongoing session.
List Voices
Lists the available voice types.
Set Core AI Settings
Updates a character’s core AI settings.
Upload Knowledge Bank File
Uploads a file to a knowledge bank.
Connect any two apps with Notis in the middle.
Aeroleads and Convolo ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Convolo ai.