Have priority prospect dossiers ready for review
Give Notis your priority criteria and get enriched prospect dossiers prepared on a recurring schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
Important prospects can lose momentum when researching each one competes with other founder work.
- Focus prospecting runs on criteria you define.
- Prepare enriched context in a consistent dossier format.
- Make it easier to review and prioritize follow-up.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Docugenerate once in the Notis portal.
- 2Create an automation from any channel or Automations, New Automation in the portal.
- 3Tell Notis what makes a prospect a priority, how to enrich it, and which dossier template to use.
- 4Choose a recurring schedule and a report destination.
- 5Test with one real prospect example.
Questions about this workflow
Can Notis determine my priority criteria?
Describe the criteria in your instruction. Any criteria or history not available through Aeroleads must be supplied by you.
Will the workflow contact prospects?
No. It creates documents for your review and does not send outreach.
When this happens · Trigger
Do this · Action
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.
Generate documents from template
Generates documents by merging data into a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document
Permanently deletes a document from storage.
Delete template
Permanently deletes a template and all its stored versions.
Update Document
Renames an existing generated document.
Get document by ID
Retrieves a document’s details and download link by ID.
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Retrieves a template’s details by ID.
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
Aeroleads and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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