Collect prospect research in one Dropbox folder
Use a scheduled prospect workflow to prepare a Dropbox upload request for the research your team needs to gather.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create file request
Create a file request so others can upload files to a folder.
Why this helps
Research attachments can arrive across inboxes and chats, then get separated from the prospect work they support.
- Give collaborators one upload destination for research materials.
- Keep collected files grouped in a purpose-built folder.
- Reduce manual chasing for attachments.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Dropbox once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, describe the prospect research folder and ask Notis to create a Dropbox file request, including any deadline you want.
- 4Pick a recurring schedule and choose where run reports should go so you can retrieve the upload link.
- 5Test with one real run and confirm the request link and destination are correct.
Questions about this workflow
Does Aeroleads provide the research files?
No. The schedule starts the Notis workflow; the Dropbox file request is for collaborators to upload files related to your prospect research.
Can I set a deadline?
Include the deadline in your instruction. The file request action supports an optional deadline.
Where will I see the upload link?
Choose a report channel in Notis and ask for the generated link to be included in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Dropbox. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Dropbox actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create file request
Create a file request so others can upload files to a folder.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate team folder
Reactivates an archived team folder.
Create folder
Create a folder to organize files.
Add file member
Create paper document
Create a Paper document from HTML or Markdown content.
Add file properties
Adds structured custom properties to a file.
Delete file or folder
Permanently delete a file or folder and all its contents.
Add tag to file or folder
Tags a file or folder; the tag is converted to lowercase.
Connect any two apps with Notis in the middle.
Aeroleads and Dropbox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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