Spot missing prospect details before follow-up
Make gaps in prospect research visible while there is still time to clarify them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Message
Sends a message to DailyBot users or channels.
Why this helps
A team may start follow-up with incomplete context because missing details were never called out.
- Call attention to gaps supported by the available research.
- Give the team a specific question to resolve.
- Reduce assumptions during prospect handoffs.
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 check the incoming prospect request against available Aeroleads findings and message Dailybot with only material missing details or questions.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real prospect and verify the message separates known facts from unknowns.
Questions about this workflow
Can the workflow infer missing information?
It can identify details that are absent from the available findings, but should label them as unknown rather than infer them.
Will it send a message when no important details are missing?
Tell Notis whether to stay quiet or post a brief all-clear message when there are no material gaps.
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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