Connect Aeroleads to Docugenerate

When something happens in Aeroleads, Notis takes the next step in Docugenerate. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Aeroleads to Docugenerate

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Turn enriched leads into tailored briefs

Enrich incoming prospect details with Aeroleads, then generate a tailored PDF brief from your Docugenerate template.

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Prepare a prospect outreach packet

Enrich a prospect's business contact details and generate a personalized outreach packet from a Docugenerate template.

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Build lead proposals with supporting files

Enrich a prospect and generate a templated PDF that includes supporting attachments in the same output.

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Append supporting PDFs to a lead proposal

Generate a prospect-specific PDF from enriched lead details and append supplied PDFs to its pages.

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Package a prospect batch into a ZIP

On a recurring schedule, discover and enrich a batch of prospects, generate their documents, and package them into a ZIP archive.

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Schedule prospect research briefs

Run prospect discovery on a recurring schedule, enrich results, and create a brief for each prospect from a template.

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Build a market prospect packet

Discover prospects for a market segment on a schedule, enrich their details, and generate a batch of templated documents as a ZIP.

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Prepare dossiers for priority prospects

On a schedule, find prospects matching your stated priority criteria, enrich their contact data, and generate a dossier from your template.

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Bundle documents for a prospect review

Prepare a recurring batch of enriched prospect documents and package them together for a scheduled review session.

Supported Triggers and Actions

Notis builds workflows that link Aeroleads to Docugenerate. A trigger fires from one place; an action lands in another.

Aeroleads triggers

Docugenerate actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Generate documents from template

Generates documents by merging data into a template.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Document

Permanently deletes a document from storage.

ActionInstant

Delete template

Permanently deletes a template and all its stored versions.

ActionInstant

Update Document

Renames an existing generated document.

ActionInstant

Get document by ID

Retrieves a document’s details and download link by ID.

ActionInstant

Get or list templates

Retrieves or lists existing templates.

ActionInstant

Get template by ID

Retrieves a template’s details by ID.

ActionInstant

Update Template

Updates a template’s file and settings.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.