Get a batch of prospect documents in one archive
Set a recurring prospecting run and receive a ZIP of generated documents for a focused review 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
Preparing materials for a list of prospects one at a time makes batch research hard to finish consistently.
- Prepare documents for multiple prospects in one scheduled run.
- Collect the generated files in a single ZIP archive.
- Make recurring prospect research easier to review in batches.
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 prospect criteria and batch size to use, then generate documents from your chosen template as a ZIP.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real batch example.
Questions about this workflow
What controls which prospects Aeroleads finds?
Describe the target criteria in the automation instruction. Notis does not provide app-event filters for Aeroleads.
When should I use the ZIP action?
Use it when you want a batch of generated documents packaged together for download and review.
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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