Keep Google Docs prospect research fresh on a schedule
Set a recurring review and let Notis refresh prospect details without another reminder.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Lead research becomes stale when enrichment depends on someone remembering a periodic review.
- Create a dependable review rhythm
- Reduce stale prospect data
- Keep recurring research off your mental list
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 which designated Google Docs to review, how to find valid public LinkedIn URLs, and to retrieve detailed prospect information.
- 4Pick a recurring schedule as the trigger.
- 5Choose a report channel, then test with one real scheduled run.
Questions about this workflow
What documents should the schedule review?
Specify the designated Google Docs or document collection in the automation prompt.
Does Aeroleads update the Google Doc?
This action retrieves prospect details; the run report can summarize the returned information.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
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.
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.
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
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
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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