Prepare recurring prospect research datasets
Set a recurring schedule for Notis to gather a defined prospect cohort from Aeroleads and create a DataRobot dataset for your next analysis session.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Dataset from File
Upload a file to create a dataset; processing continues asynchronously.
Why this helps
Recurring prospect research often gets delayed when someone has to remember to gather the data and prepare it for analysis.
- Make recurring prospect research a scheduled task
- Create a new dataset for each run's research results
- Reduce the effort of repeatedly preparing prospect data
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and DataRobot once in the Notis portal.
- 2Create an automation by telling Notis which prospect cohort to gather from Aeroleads and to create a DataRobot dataset from the available results on each run.
- 3Pick the notis_cron trigger and set the recurring schedule.
- 4Choose where Notis should send run reports, then test with one real research run.
Questions about this workflow
Does this update an existing dataset?
This workflow creates a dataset from each run. If you need a refresh of an existing DataRobot dataset, specify that outcome and ensure the dataset is available to the automation.
Can the schedule discover new prospects?
Notis can run the Aeroleads research instruction on the schedule you choose. Define the cohort or discovery criteria in the instruction.
What if Aeroleads does not have the requested details?
Notis can only include details available from Aeroleads or supplied in the request, and the run report can surface missing information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Datarobot. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Datarobot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Users to Group
Add one or more existing users to a user group.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Organization
Add a user to an existing organization.
Analyze Dataset Definition
Start an analysis job to retrieve a dataset’s metadata, schema and statistics.
Archive Model Package
Archive a model package that is no longer in active use.
Build Java Scoring Code Package
Start an asynchronous build of a Java JAR scoring package for a deployment.
Cancel Notebook Job
Immediately cancel a running or queued notebook job; this cannot be undone.
Cancel Project Job
Cancel a pending project job.
Check Project Status
Check a project’s status and progress.
Connect any two apps with Notis in the middle.
Aeroleads and Datarobot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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