Give your weekly prospect handoff one clear home
Bring the week’s available prospect context into a single Dart doc that is easy to scan and act on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Doc
Creates a new document in Dart.
Why this helps
A handoff assembled from scattered prospect records can take time and leave out useful context.
- Create one readable handoff document on a recurring schedule.
- Summarize available prospect context in a consistent format.
- Call out missing information rather than implying it is known.
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 which available prospect information to include in a weekly Dart doc and how to organize it for handoff.
- 4Choose a weekly schedule and where run reports should go.
- 5Test with one real prospect record and review the document structure.
Questions about this workflow
Can it report on what changed during the week?
Only if the relevant history or a prior baseline is available. Otherwise, ask for a summary of current available information.
Can I specify the digest format?
Yes. Describe the headings, grouping, or summary style in the prompt.
Will this create tasks too?
This workflow creates a Dart doc. You can describe a separate task workflow if you also need follow-up tasks.
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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