Prepare for investor meetings with the right context
Let the meeting invite trigger focused research on the people in the room.
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
Investor preparation is easy to postpone when researching each attendee is disconnected from the calendar.
- Prepare more efficiently for fundraising
- Focus on relevant background
- Reduce pre-meeting context switching
Setup
Build it in a few focused steps.
- 1Connect Outlook and Aeroleads in Notis once.
- 2Create an automation for investor meeting research.
- 3Tell Notis to retrieve detailed information from each investor attendee's valid public LinkedIn URL and summarize useful preparation context.
- 4Pick New Calendar Event as the trigger and choose the report channel.
- 5Test it with one real investor meeting.
Questions about this workflow
How do I limit it to investor meetings?
Tell Notis to focus on events whose title or description identifies investor meetings.
Can it research a whole attendee list?
Yes, when each relevant attendee has a valid public LinkedIn URL.
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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