Refresh investor research on schedule
Keep fundraising preparation current with a predictable research refresh.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 research becomes stale when it is only updated before urgent conversations.
- Prepare for fundraising reviews
- Keep investor context current
- Reduce last minute preparation
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Aeroleads in Notis once.
- 2Create an automation named scheduled investor research refresh.
- 3Tell Notis to retrieve detailed prospect information for supplied valid public LinkedIn URLs in the investor list.
- 4Choose a recurring schedule and select where reports go.
- 5Test with one investor profile.
Questions about this workflow
Does this predict investor interest?
No. It retrieves profile details; interest assessment requires your criteria and review.
What if an investor has no public profile?
Notis should report that the action could not run without a valid public LinkedIn URL.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Aeroleads. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Connect any two apps with Notis in the middle.
Timelinesai and Aeroleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Aeroleads.