Create a useful brief for every new prospect
Send a prospect into Notis and get back an enriched, ready-to-review brief without rebuilding the context by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
Prospect details arrive in different places, and assembling a useful brief takes time away from follow-up.
- Build a consistent brief from enriched contact details.
- Reduce manual copying between prospect research and documents.
- Keep key context ready for review before outreach.
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 to enrich the incoming prospect details and generate a brief using your chosen template.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real prospect example.
Questions about this workflow
What starts this workflow?
A Notis webhook starts it when an HTTP request provides prospect details.
Does this create a template for me?
No. Choose an existing Docugenerate template and tell Notis how to use its available inputs.
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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