Turn a market segment into a packet of prospect documents
Ask Notis to find prospects in a segment and prepare their documents together for your next planning session.
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
Moving from a market idea to a structured list of prospects and usable materials takes repeated research and formatting.
- Turn prospect criteria into a batch of generated documents.
- Review prospect materials together in one archive.
- Keep recurring market research easier to pick 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 which market segment to research and to generate one template-based document per suitable prospect in a ZIP.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real segment and a small batch.
Questions about this workflow
Can I change the market segment later?
Yes. Update the plain-language instruction for the automation to describe the segment you want researched.
Does this send the documents to prospects?
No. It generates an archive for you to review. Sending is not one of the listed Docugenerate actions.
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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