Make prospect review easier to start each day
Give your team a short, predictable prompt to review prospect findings and decide what deserves attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Message
Sends a message to DailyBot users or channels.
Why this helps
Lead review is easy to postpone when nobody knows where to start or which prospects need a closer look.
- Create a consistent starting point for daily prospect review.
- Keep prioritization discussion in a team channel.
- Surface missing research before the team commits to follow-up.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Dailybot once in Notis.
- 2Create an automation in Notis and name it.
- 3Tell Notis to review available Aeroleads prospect findings and post a concise Dailybot prompt with items needing team attention.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and check that the prompt distinguishes known findings from missing information.
Questions about this workflow
Does the schedule automatically know which prospects matter most?
Not unless you provide criteria or the source data supports them. Tell Notis what priorities to use, or ask it to flag missing criteria.
Can the team reply to the prompt in Dailybot?
Yes. The workflow posts a message for the team to discuss in the chosen Dailybot destination.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Dailybot. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Dailybot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Find User by UUID
Retrieves a DailyBot user's details by UUID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Check-in
Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.
Find Workflow by Name
Finds DailyBot workflows by name.
Get All Users
Retrieves users in the authenticated DailyBot organization.
Give Kudos to Users
Gives kudos to one or more DailyBot users.
Send Message
Sends a message to DailyBot users or channels.
Connect any two apps with Notis in the middle.
Aeroleads and Dailybot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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