Build better investor prospect context
Capture an investor lead in Todoist and retrieve useful profile details before you plan the next conversation.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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 fragmented when a promising contact is saved without enough background.
- Improve investor preparation
- Reduce fragmented research
- Make follow-up decisions with more context
Setup
Build it in a few focused steps.
- 1Connect Todoist and Aeroleads once in Notis.
- 2Create an automation instructing Notis to enrich new investor tasks containing a valid public LinkedIn URL.
- 3Select Todoist New Task Created as the trigger.
- 4Choose a report destination and test it with one investor profile.
Questions about this workflow
Can I include my own research notes?
Yes. Add your notes to the Todoist task so they stay alongside the enrichment request.
Does this guarantee investor fit?
No. It supplies profile details to support your own fit assessment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Aeroleads. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
Connect any two apps with Notis in the middle.
Todoist 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.