Prepare prospect documents in one scheduled run
Set aside a recurring run to turn your prospect batch into documents ready to review or share.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create PDFs in Parallel
Generate multiple PDFs concurrently from templates and optionally merge them into one file.
Why this helps
Preparing prospect documents one by one interrupts focused work and makes batch follow-up harder to coordinate.
- Generate multiple prospect PDFs concurrently.
- Optionally merge the generated documents into one file.
- Review a consistent batch without manually creating each document.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Craftmypdf once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3In one instruction, ask Notis to use the prospect batch available to it and create one PDF per prospect, optionally merged into a pack.
- 4Pick a recurring schedule that matches when your prospect data is ready.
- 5Choose a report channel, then test with one real batch and review the output.
Questions about this workflow
Does the schedule automatically fetch a prospect list from Aeroleads?
Only if the connected tools and data supplied to the automation make that available. Otherwise, provide the batch for Notis to process.
Can the output be a single combined PDF?
The parallel generation action supports optionally merging the generated PDFs into one file.
Can I control when this runs?
Yes. Choose a recurring schedule in Notis that fits your prospecting routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Craftmypdf. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Creates an embeddable editor session for a PDF template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Text to PDF
Add text annotations, such as page numbers, watermarks, headers, or footers, to a PDF.
Add Watermark to PDF
Overlay a customizable text watermark on a PDF.
List PDF Templates
Lists the available PDF templates.
Create PDF Asynchronously (Extended)
Start PDF creation in the background and return a transaction reference; a callback reports when it is ready.
Create PDFs in Parallel
Generate multiple PDFs concurrently from templates and optionally merge them into one file.
Get Account Information
Retrieve account subscription, usage, quota, and creation details.
Get PDF Information
Retrieve PDF metadata and page count without downloading the full document.
Connect any two apps with Notis in the middle.
Aeroleads and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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