Turn prospect research backlog into manageable work
Convert a defined slice of prospect research into a focused list of Dart tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a new task in DART.
Why this helps
An unstructured backlog of prospects can make it hard to decide what research to do next.
- Use your criteria to select research candidates consistently.
- Create one task per selected prospect with relevant context.
- Make research work visible alongside other projects.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Dart once in Notis.
- 2Create an automation in plain language or in Automations, New Automation.
- 3Tell Notis how to select prospects for research and to create Dart tasks describing the question to investigate.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real prospect and confirm the task is specific enough to act on.
Questions about this workflow
Can the automation know what is already in our backlog?
Only if that information is available through the connected apps or provided to Notis. State the criteria and any required context explicitly.
Will this duplicate tasks?
Ask Notis to check available Dart tasks for a matching prospect before creating a task. Duplicate prevention depends on enough information to identify the existing task.
Can the tasks be assigned?
You can request an assignee when valid workspace information is available. Avoid assuming a particular team member or project setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Dart. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Dart actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Task Comment
Adds a comment to a DART task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Task Attachment From URL
Downloads a file from a URL and attaches it to a task asynchronously.
Add Task Time Tracking
Records time spent on a DART task.
Create Doc
Creates a new document in Dart.
Create Task
Creates a new task in DART.
Delete Doc
Moves a Dart document to the recoverable trash.
Delete Task
Moves a Dart task to the recoverable trash.
Get User Space Configuration
Retrieves workspace configuration, including available boards and statuses.
Connect any two apps with Notis in the middle.
Aeroleads and Dart, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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