Keep prospecting materials current before outreach
Get a concise review of document comparisons on a schedule, so changes to prospecting materials are easier to catch before you work through leads in Aeroleads.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Comparisons
List document comparisons.
Why this helps
Document changes can be easy to miss when prospect research and outreach already span several tools.
- See a periodic summary of available document comparisons.
- Bring potential sales material changes into your prospecting routine.
- Reduce the need to manually revisit Draftable between lead research sessions.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Draftable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Ask Notis to review available Draftable comparisons and summarize changes relevant to your prospecting materials.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real comparison and confirm the report is useful.
Questions about this workflow
Does this workflow create a document comparison?
No. It uses Draftable's List Comparisons action to retrieve available comparisons and review the returned information.
Can it tell which documents are prospecting materials?
Tell Notis how to recognize the relevant materials in your instruction. If the returned comparison information does not identify them, provide that context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Draftable. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Draftable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Comparisons
List document comparisons.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
Aeroleads and Draftable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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