Start each review session with prospect briefs ready
Have Notis prepare prospect context on a schedule so your research starts with usable documents.
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
Prospect research gets pushed aside when it requires starting from scratch each time.
- Get prospect research documents prepared on a recurring schedule.
- Use one consistent template for each brief.
- Reduce the setup work before a prospect review session.
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, how to enrich results, and which template to use for each brief.
- 4Choose a recurring schedule and report destination.
- 5Test with one real prospect example.
Questions about this workflow
Can I specify the schedule?
Yes. Choose a recurring schedule as the Notis trigger when creating the automation.
Does Aeroleads provide automatic new-lead events?
No source events are listed here, so this workflow uses a Notis schedule to start prospect discovery.
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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