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Enrich leads when a document brief is complete

Once the placeholder is filled, Notis can turn the finished brief into enriched prospect context.

Trigger

Document Placeholder Filled

Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.

Action

Get Details From LinkedIn URL

Tool to retrieve detailed information about a prospect using their linkedin profile url. use after confirming you have a valid public linkedin url, to enrich lead profiles with additional details.

Why this helps

Completed briefs wait in a queue because enrichment starts only after a manual handoff.

  • Start enrichment at a clear completion point
  • Reduce handoff delays
  • Standardize finished brief processing

Setup

Build it in a few focused steps.

  • 1Connect Google Docs and Aeroleads in Notis once.
  • 2Create a new automation and name the workflow.
  • 3Tell Notis to use the completed document to find a valid public LinkedIn URL and retrieve prospect details.
  • 4Pick Document Placeholder Filled as the trigger.
  • 5Choose a report channel, then test by filling one real placeholder.

Questions about this workflow

When does this trigger fire?

It fires when the configured placeholder pattern is no longer present in the document.

Can the placeholder contain a LinkedIn URL?

Yes, as long as the completed document contains a valid public LinkedIn profile URL.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Docs triggers

Aeroleads actions

Recurring trigger

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

TriggerScheduled

Get Details From LinkedIn URL

Tool to retrieve detailed information about a prospect using their linkedin profile url. use after confirming you have a valid public linkedin url, to enrich lead profiles with additional details.

ActionInstant

Webhook trigger

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

TriggerInstant

New Document Created

Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.

TriggerPolling

Document Deleted

Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.

TriggerPolling

Document Placeholder Filled

Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.

TriggerPolling

Document Search Update

Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.

TriggerPolling

Document Structure Changed

Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed

TriggerPolling

Document Updated

Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.

TriggerPolling

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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