Walk into discovery calls with useful context
Use the calendar event as your cue to gather the details that shape a better conversation.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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
Discovery calls lose momentum when the host has no time to research attendees beforehand.
- Improve call preparation
- Ask more relevant questions
- Reduce last-minute research
Setup
Build it in a few focused steps.
- 1Connect Outlook and Aeroleads in Notis once.
- 2Create an automation for discovery call preparation.
- 3Tell Notis to retrieve detailed Aeroleads information from each attendee's valid public LinkedIn URL and summarize call-relevant context.
- 4Pick New Calendar Event as the trigger and choose the report channel.
- 5Test it with one scheduled discovery call.
Questions about this workflow
How does Notis know which events matter?
Tell it to focus on events whose title or attendees indicate a discovery call.
What if no attendee URL is available?
The run report can identify the missing URL for manual completion.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Aeroleads. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook and Aeroleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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