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Find prospect records that need a follow-up review

Bring a focused set of prospect records back into view and use available AeroLeads context to support your next decision.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Query database

Queries a notion database for pages (rows), where rows are pages and columns are properties; ensure sort property names correspond to existing database properties.

Why this helps

Prospect records can go quiet without a clear moment to revisit them and decide what should happen next.

  • Revisit a specified set of Notion prospect records on a schedule.
  • Add available AeroLeads context to support review.
  • Make records needing attention easier to identify.

Setup

Build it in a few focused steps.

  • 1Connect AeroLeads and Notion once in Notis.
  • 2Create an automation by telling Notis the review outcome you want, or use Automations, New Automation in the portal.
  • 3In one instruction, identify the Notion database and records to review, then ask Notis to check available AeroLeads context and summarize follow-up candidates.
  • 4Pick a recurring Notis schedule and choose where run reports should go.
  • 5Test with one real set of prospect records and review the candidates.

Questions about this workflow

Will the workflow know when a prospect is stale?

Only if your instruction can identify the records to review using information available in Notion, or you specify the criteria. Notis does not add a separate filter builder.

Does it automatically change each prospect's status?

This workflow queries records for review. Specify another action if you want a separate update step.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Aeroleads to Notion. A trigger fires from one place; an action lands in another.

Aeroleads triggers

Notion actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add multiple content blocks (bulk, user-friendly)

Efficiently adds multiple standard content blocks to a notion page in a single api call with automatic markdown parsing. the 'content' field in notionrichtext blocks now automatically detects and parses markdown formatting including headers (# ## ###), bold (**text**), italic (*text*), strikethrough (~~text~~), inline code (`code`), links ([text](url)), and more. ideal for bulk content creation, ai agents, and replacing multiple individual add page content calls. supports automatic text formatting, content splitting, and up to 100 blocks per request.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add content to Notion page

Deprecated: appends a single content block to a notion page or a parent block (must be page, toggle, to-do, bulleted/numbered list, callout, or quote); invoke repeatedly to add multiple blocks.

ActionInstant

Append complex blocks (advanced, full control)

Appends complex blocks with full notion block structure to a parent block or page. use for advanced scenarios requiring precise control: code blocks, tables, embeds, nested children within blocks, or when working with pre-built notion block objects. requires full notion api block schema - use add multiple page content for simpler content creation.

ActionInstant

Archive Notion Page

Archives (moves to trash) or unarchives (restores from trash) a specified notion page.

ActionInstant

Create comment

Adds a comment to a notion page (via `parent page id`) or to an existing discussion thread (via `discussion id`); cannot create new discussion threads on specific blocks (inline comments).

ActionInstant

Create Notion Database

Creates a new notion database as a subpage under a specified parent page with a defined properties schema; use this action exclusively for creating new databases.

ActionInstant

Create Notion page

Creates a new empty page in a notion workspace.

ActionInstant

Delete a block

Archives a notion block, page, or database using its id, which sets its 'archived' property to true (like moving to "trash" in the ui) and allows it to be restored later.

ActionInstant

Connect any two apps with Notis in the middle.

Aeroleads and Notion, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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