Keep team workflow reviews connected to prospect work
Bring a current view of accessible Dailybot workflows into a team conversation about prospect work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Workflows List
Why this helps
Teams can lose track of existing workflows when prospect processes change and reviews happen across separate tools.
- Share a current list of workflows the authenticated user can access.
- Give the team a regular prompt to discuss workflow fit.
- Connect the discussion to prospect context supplied to Notis.
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 accessible Dailybot workflows and post a concise review prompt using prospect context you provide.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the workflow list is relevant to the authenticated account.
Questions about this workflow
Does this action change or run a Dailybot workflow?
No. It retrieves the workflows accessible to the authenticated user and shares a review prompt.
Will it find prospect context automatically?
Only if the context is available to Notis through the request or connected Aeroleads access. Provide the context if needed.
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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