Turn AimTell campaign experience into useful lessons
Make space to capture what worked, what did not, and what the next campaign should do differently.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
Campaign lessons are often discussed informally and forgotten before the next launch.
- Create a consistent reflection prompt
- Keep lessons and follow-up decisions in the CRM workflow
- Reduce repeated planning from scratch
Setup
Build it in a few focused steps.
- 1Connect AimTell and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe the outcome: create a Close task to review AimTell campaign results, capture lessons, and identify a follow-up improvement.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test once and verify the task asks for practical, evidence-based lessons.
Questions about this workflow
Will this retrieve historical campaign performance?
No AimTell reporting action is listed. Review the analytics when completing the task or provide the relevant results as input through a supported process.
Can the task compare campaigns?
Yes, ask for a comparison as part of the review, but ensure the underlying results and timeframe are available to the person completing it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Close. A trigger fires from one place; an action lands in another.
AimTell triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
AimTell and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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