Give prospect follow-up a regular check-in
Create a recurring team check-in that helps turn researched prospects into clear follow-up decisions.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Check-in
Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.
Why this helps
Prospect follow-up can stall when ownership and next steps are not revisited together.
- Give the team a recurring place to report follow-up status.
- Expose blocked or unassigned next steps.
- Keep the check-in focused on prospects identified in the provided context.
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 create a recurring Dailybot check-in for prospect follow-up status, using the team, template, and schedule details you provide.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and verify the check-in uses the details you supplied.
Questions about this workflow
Can Notis choose a check-in template or schedule without input?
Provide the template and schedule details you want. The workflow should not assume team preferences that were not supplied.
Does the check-in know whether a prospect was contacted?
Only if that status is present in the information available to Notis. Otherwise, teammates can report it in the check-in.
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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