Get a personalized outreach packet ready to review
Give Notis the prospect context and let it prepare a consistent packet for your next outreach step.
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
Personalizing prospect materials can turn a quick follow-up into a long research and document task.
- Bring enriched business email and contact context into a document.
- Use a repeatable template for prospect materials.
- Spend less time assembling outreach collateral.
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 prospect information and generate an outreach packet from your selected template.
- 4Choose the webhook trigger and a report destination.
- 5Test with one real prospect example.
Questions about this workflow
Can Notis write and send the outreach email too?
This workflow generates a document. Email delivery is not one of the listed Docugenerate actions.
What information should the webhook include?
Include the prospect details you have, such as a name, company, or website, so Aeroleads can help enrich the record.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docugenerate.