See your prospecting research in a scheduled snapshot
Bring the latest prospect discovery and enrichment into one snapshot so you can decide what deserves attention next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Async Document
Creates a document asynchronously from HTML content.
Why this helps
A changing prospect list is difficult to review when each research session starts from scratch.
- Review a current research snapshot on a recurring schedule.
- Bring discovery and enrichment context together.
- Use asynchronous generation for spreadsheet output.
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, describe the prospecting data to gather and the spreadsheet snapshot to create.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real prospecting result set and review the spreadsheet.
Questions about this workflow
Is this a live CRM pipeline?
No. It creates a document snapshot from AeroLeads research available to the automation; it does not imply CRM synchronization.
What if there is no historical baseline?
The report can summarize current returned data. A comparison over time requires historical data to be available or supplied.
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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