Add Profile Context to Advisor Selection
Keep advisor research moving by enriching each candidate as soon as they enter your selection deck.
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
Advisor selection slows down when candidate research is postponed until after the planning session.
- Compare candidates with richer context
- Reduce research backlog
- Keep selection notes and profile details together
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Aeroleads once in the Notis portal.
- 2Create an automation asking Notis to inspect new advisor candidate slides for valid public LinkedIn URLs and retrieve details.
- 3Pick New Slide Added as the trigger.
- 4Select the report destination.
- 5Test with one advisor candidate slide.
Questions about this workflow
Can I include why each advisor is being considered?
Yes. Add that context to the slide and ask Notis to retain it in the report.
Does this make the advisor decision for me?
No. It provides profile details for your evaluation.
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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