Start each week with a ready-to-review prospect brief
Have Notis run your recurring Aeroleads search, summarize the useful context, and put the brief in Dropbox Paper.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create paper document
Create a Paper document from HTML or Markdown content.
Why this helps
Repeated prospect research can consume time before you even begin deciding who to contact.
- Gather recurring prospect research in one readable document.
- Get a consistent starting point for weekly outreach planning.
- Reduce manual copying from research into notes.
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 Aeroleads search, the useful details to summarize, and where to create the Dropbox Paper brief.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real search and review the Paper document for accuracy.
Questions about this workflow
What search does the automation run?
Specify the prospect criteria in your instruction. Aeroleads must be able to search using the details you provide.
Can the brief include recommendations?
Ask Notis to summarize results and suggest a review order. Any ranking criteria should be stated in your instruction.
Where is the brief saved?
The Dropbox Paper document is created at the path you specify in the 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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