Prioritize Prospect Research With Campaign Performance Context
Pair campaign performance context with ranked insights to help decide which prospect research deserves attention first.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Insights
Generate ranked insights about prospects or companies.
Why this helps
Campaign analytics and prospect research can sit in separate workflows, leaving the team to make prioritization decisions from memory.
- Bring available campaign context into a recurring prospect research review.
- Use ranked insights to help order research tasks.
- Make the criteria behind prioritization visible in the report.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Autobound once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3In one instruction, ask Notis to review available delivery and engagement analytics and generate ranked prospect insights, stating any missing baseline or criteria.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real analytics example and check that missing baselines are clearly identified.
Questions about this workflow
Does AimTell provide a historical baseline for comparisons?
No baseline is specified in the source description. Supply one if you want comparisons; otherwise ask Notis to report only on available analytics.
Are the ranked insights a measure of campaign performance?
No. The action generates ranked prospect or company insights. Keep performance interpretation tied to the available AimTell analytics and any supplied criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Autobound. A trigger fires from one place; an action lands in another.
AimTell triggers
Autobound actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate Insights
Generate ranked insights about prospects or companies.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate Personalized Content
Generate personalized sales content for a contact.
Connect any two apps with Notis in the middle.
AimTell and Autobound, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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