Keep prospect handoffs connected to the right teammates
Review the available Dailybot user directory regularly so your team can discuss who should be included in prospect handoffs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Users
Retrieves users in the authenticated DailyBot organization.
Why this helps
Handoffs can miss the right teammate when team membership and prospect responsibilities are not reviewed together.
- Retrieve the organization users available to the authenticated account.
- Prompt a team review of prospect handoffs using context you supply.
- Keep the review grounded in returned user details.
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 retrieve the Dailybot user directory and post a concise review prompt using the prospect handoff context you provide.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the review does not infer roles that were not returned.
Questions about this workflow
Does the user list include every team member?
The action returns users available in the authenticated organization. Confirm the returned list is appropriate for your review.
Can Notis assign prospect ownership from the directory?
Only if you provide ownership criteria and the available user data supports the decision. Otherwise, use the message to ask the team.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dailybot.