Make your prospect review easier to start
Have the latest prospect documents waiting as one archive when it is time to review and choose follow-ups.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents as ZIP
Why this helps
A review session loses time when prospect details and documents still need to be gathered at the start.
- Prepare materials before a recurring review session.
- Keep a group of generated prospect documents in one archive.
- Start review with consistent context for each prospect.
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 the prospect criteria for the review period and to generate documents from your selected template as a ZIP.
- 4Choose a schedule that runs before your review and a report destination.
- 5Test with one real review batch.
Questions about this workflow
Can the workflow include previous prospect history?
Only if that history is returned by an available app or supplied in the instruction or input. Notis cannot infer unprovided history.
Can I pick the run time?
Choose a recurring schedule in Notis that runs before your review session.
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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