Keep advisor meeting context current
When the schedule changes, refresh the background that helps you use the meeting well.
Trigger
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) 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
Repeated advisor meetings can rely on stale assumptions when schedules and priorities shift.
- Keep recurring conversations relevant
- Refresh context at the right moment
- Reduce stale meeting notes
Setup
Build it in a few focused steps.
- 1Connect Outlook and Aeroleads in Notis once.
- 2Create an automation for advisor context refresh.
- 3Tell Notis to retrieve updated details from the advisor's valid public LinkedIn URL when the relevant event changes.
- 4Pick Calendar Event Changes as the trigger and choose the report destination.
- 5Test it by updating one advisor meeting.
Questions about this workflow
Will it run on every calendar event?
Tell Notis to focus on events identified as advisor meetings.
What profile is required?
A valid public LinkedIn URL for the advisor.
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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