Prepare Better Referral Follow Up
Capture a referral, add the profile URL, and receive useful context before you make the introduction.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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
Referral follow-up can stall when the referred contact is known only by a name and a short note.
- Prepare warmer introductions
- Reduce last minute profile searches
- Keep referral context in one planning flow
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Aeroleads once in the Notis portal.
- 2Create an automation asking Notis to find valid public LinkedIn URLs on new referral slides and retrieve prospect details.
- 3Pick the New Slide Added trigger.
- 4Choose where reports should be sent.
- 5Test with one referral slide.
Questions about this workflow
Can the slide include the referrer's name?
Yes. Include it so the report preserves the relationship context alongside the retrieved details.
Will Notis send the introduction?
No. It prepares research for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Aeroleads. A trigger fires from one place; an action lands in another.
Google Slides 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 Slide Added
Fires when a new slide is added to a Google Slides presentation.
Connect any two apps with Notis in the middle.
Google Slides and Aeroleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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