Prepare a company one-pager before a prospect conversation
Start a conversation with the company context in front of you, in a simple document prepared from your research.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Why this helps
Rebuilding company context before every conversation wastes focus and makes preparation inconsistent.
- Keep account context in a compact format.
- Make preparation easier to repeat across prospects.
- Share a one-pager before a team discussion.
Setup
Build it in a few focused steps.
- 1Connect AeroLeads and DocRaptor once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to shape the incoming company research into a concise PDF one-pager.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real company research result and review the document.
Questions about this workflow
Can it include details AeroLeads did not return?
No. Notis can summarize returned data, but any missing company context needs to be supplied by you.
How is the PDF generated?
Notis prepares HTML content from the available research, then DocRaptor's Create Document action returns the PDF.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to DocRaptor. A trigger fires from one place; an action lands in another.
Aeroleads triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Creates a document asynchronously from HTML content.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Create Document from Referrer
Converts webpages into PDF or Excel documents.
Create Hosted Async Document
Creates a hosted document asynchronously.
Download Async Document
Downloads a completed asynchronous document.
Get Async Document Status
Checks the progress of asynchronous document creation.
List Documents (JSON)
Lists previously created documents with metadata in JSON format.
List Documents (XML)
Lists previously created documents with metadata in XML format.
Connect any two apps with Notis in the middle.
Aeroleads and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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