Create lead research sheets from scheduled browser runs
Turn recurring lead research into consistent sheets that are ready for review and follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents from template
Generates documents by merging data into a template.
Why this helps
Lead research is easy to postpone when every profile needs a fresh document assembled by hand.
- Create a repeatable format for lead notes.
- Keep research output ready for review.
- Reduce context switching between browsing and writing.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to generate a lead research sheet from each available Airtop result using your chosen template.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one real lead result and review its generated sheet.
Questions about this workflow
Does this discover leads on its own?
Airtop provides the browser results when the scheduled run is invoked. The workflow uses the results it receives.
Can one run cover multiple leads?
Yes, if the Airtop run returns multiple lead records and the selected generation setup supports them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Docugenerate. A trigger fires from one place; an action lands in another.
Airtop triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Generates documents by merging data into a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document
Permanently deletes a document from storage.
Delete template
Permanently deletes a template and all its stored versions.
Update Document
Renames an existing generated document.
Get document by ID
Retrieves a document’s details and download link by ID.
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Retrieves a template’s details by ID.
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
Airtop and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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