Keep AimTell subscriber follow-up from falling behind
A recurring review task makes it easier to spot subscriber conversations that still need a next step.
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
When follow-up lives across campaign tools and CRM records, open loops can quietly accumulate.
- Create a recurring checkpoint for open follow-up
- Reduce the mental effort of remembering what to revisit
- Keep next-step decisions in the CRM workflow
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 outstanding follow-up related to AimTell subscribers and record next steps.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test by running once and confirm the task gives a clear review prompt.
Questions about this workflow
Does the workflow know which subscribers are still awaiting follow-up?
Not from the listed capabilities alone. It creates a review task; provide an explicit source of open items or use the task as a prompt to inspect your existing records.
Can I adjust the review cadence later?
Yes. Update the automation's schedule in Notis to match how often you want to review outstanding follow-up.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Close.