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Notis

Review Aeroleads prospects against your Slack directory

See which prospect records match workspace users during a recurring relationship review.

Trigger

Recurring schedule

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

Action

Find users

Find users in a slack workspace by any criteria - email, name, display name, or other text. includes optimized email lookup for exact email matches.

Why this helps

Without a regular directory check, existing team connections can be missed during prospect research.

  • Review multiple prospect records in a routine
  • Spot possible existing workspace relationships
  • Get a concise summary of lookup results

Setup

Build it in a few focused steps.

  • 1Connect Aeroleads and Slack once in the Notis portal.
  • 2Create an automation in Automations, or tell Notis in plain language to create one.
  • 3Describe which prospect records to review and ask Notis to find matching Slack users by available email or name details.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real prospect and verify the match summary.

Questions about this workflow

What information can Slack search use?

The Slack action searches users by criteria such as email, name, or display name. Tell Notis which available prospect details to use.

Will this find every relationship with a prospect?

It reports directory matches returned by Slack. It cannot identify relationships that are not represented in the accessible Slack user data.

Can I review a group of prospects?

Yes, if the chosen Aeroleads data is accessible to the automation. Specify the cohort and any limits in the instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Aeroleads triggers

Slack actions

Recurring trigger

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

TriggerScheduled

Set snooze duration

Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.

ActionInstant

Webhook trigger

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

TriggerInstant

Add a custom emoji to a Slack team

Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.

ActionInstant

Add an emoji alias

Adds an alias for an existing custom emoji in a slack enterprise grid organization.

ActionInstant

Add a remote file

Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.

ActionInstant

Add a star to an item

Stars a channel, file, file comment, or a specific message in slack.

ActionInstant

Add call participants

Registers new participants added to a slack call.

ActionInstant

Add emoji

Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.

ActionInstant

Add reaction to message

Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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