Know what is in your prospect folder at review time
Have Notis check a chosen Dropbox folder on your review schedule and list the files and subfolders that need your attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List files in folder
View the files and folders in a folder.
Why this helps
It is easy to miss new research or supporting files when a prospect folder grows between reviews.
- Get a quick inventory of prospect materials at review time.
- Notice new files without opening Dropbox first.
- Keep recurring prospect review anchored to the same folder.
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, name the Dropbox folder to inspect and ask Notis to summarize its contents alongside your prospect review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real folder and check that the inventory is useful and complete.
Questions about this workflow
Can it include subfolders?
Yes. Ask Notis to list recursively if you want nested contents included.
Does this workflow change Dropbox files?
No. It lists folder contents and summarizes them in the Notis run report.
Can I choose which folder is reviewed?
Yes. Specify the Dropbox path in your instruction.
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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