Prepare account review packets on a monthly schedule
Use a recurring Notis run to bring available account context into a Documint review packet, ready for your next check-in.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Why this helps
Monthly reviews are easy to delay when assembling account context becomes a separate project.
- Make monthly review preparation repeatable.
- Gather available account details into a consistent document.
- Reduce last-minute preparation before customer conversations.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Documint once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to create a monthly account review packet from available details using your Documint template.
- 4Pick a recurring monthly Notis schedule and choose where run reports go.
- 5Test with one real account and review the generated document.
Questions about this workflow
Will the packet include account history?
Only if that history is available from a connected source or supplied in the request. Aeroleads lead data alone may not include it.
Can I change the cadence?
Yes. Choose the recurring schedule when setting up the Notis automation.
Does the PDF link remain available indefinitely?
No. The generated document URL is valid for 24 hours.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Documint. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
Aeroleads and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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