Close the week with a clear prospecting recap
Bring the week's supplied lead activity into one readable document and make next steps easier to pick up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert HTML to PDF
Converts HTML content into a PDF document.
Why this helps
Prospecting activity can span several sessions, leaving founders to remember what changed and what still needs attention.
- Review supplied lead activity in one document.
- Make follow-up context easier to resume.
- Reduce end-of-week manual formatting.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Customjs once in Notis.
- 2Create an automation that uses the Aeroleads data provided to it to produce a concise weekly HTML recap and PDF.
- 3Pick a weekly schedule and choose where run reports go.
- 4Test with one real sample of prospecting data and check the recap for missing context.
Questions about this workflow
Can the schedule fetch Aeroleads activity by itself?
This workflow only formats data available to the automation. Provide the lead activity through the supported request or connected context; do not assume a source event or fetch capability.
Can it identify overdue follow-ups?
Only when dates or follow-up status are included in the supplied data and you describe how to interpret them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Customjs. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Customjs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate CustomJS API Key
Validates an API key and retrieves workspace details and request limits.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Convert HTML to PDF
Converts HTML content into a PDF document.
Convert HTML to PNG
Converts HTML into a PNG image.
Merge multiple PDFs into one
Combines multiple PDF files into one PDF document.
Run Puppeteer Script
Runs a browser script and captures a screenshot.
Connect any two apps with Notis in the middle.
Aeroleads and Customjs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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