Keep searched Google Docs prospect records enriched
Whenever a matching research document changes, Notis can refresh the prospect details it references.
Trigger
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.
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
Important prospect updates sit in filtered documents until someone remembers to review them.
- Monitor only relevant documents
- Refresh research after updates
- Reduce review backlog
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 find each valid public LinkedIn URL in matching documents and retrieve updated prospect details.
- 4Pick Document Search Update as the trigger and define the search query in the trigger setup.
- 5Choose a report channel, then test with one matching document update.
Questions about this workflow
What causes the workflow to run?
A matching Google Doc that is newly created or updated since the previous poll.
Can Notis handle several matching documents?
Yes, it can review the documents returned by the search update and enrich valid URLs.
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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