Build prospect context from company websites
Keep a Docsbot research bot current with public company sites identified during Aeroleads prospecting.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Bot Source
Creates a source for a bot’s knowledge base.
Why this helps
Prospect research is scattered across lead lists and browser tabs, making it harder to prepare consistent company context.
- Collect selected public company sites in one Docsbot knowledge base.
- Give the research bot company context from source URLs.
- Review scheduled runs for missing or invalid websites.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Docsbot ai once in Notis.
- 2Create an automation in the portal or by telling Notis what outcome you want.
- 3In one instruction, ask Notis to review selected prospects and create Docsbot sources only from their known public company URLs.
- 4Pick a recurring schedule as the trigger and specify which prospect set and Docsbot bot to use.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
Will this create sources from email addresses?
No. Ask Notis to use known public company website URLs as Docsbot sources, and skip records without a usable URL.
How does Notis know which prospects to review?
Specify the prospect set or selection criteria in your instruction. Do not assume Aeroleads has an event trigger.
Can I choose how often it runs?
Yes. Select a recurring schedule when creating the Notis automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Docsbot ai. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Docsbot ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Bot
Creates a bot within a team.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Capture Conversation Lead
Saves lead information in conversation metadata, whether or not the conversation exists.
Delete Bot
Permanently deletes a bot; this action cannot be undone.
Generate Conversation Ticket
Turns a Chat Agent conversation into a structured support ticket.
Create Bot Source
Creates a source for a bot’s knowledge base.
Get Bot Details
Retrieves details about a bot in a team.
Create Webhook
Creates a bot webhook subscription; its target must be publicly accessible and support HTTPS.
Get Team Details
Retrieves details about a team, including its members and settings.
Connect any two apps with Notis in the middle.
Aeroleads and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsbot ai.