Prepare for investor introductions with context
See the relevant background behind an introduction before the meeting lands on your calendar.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Founders lose preparation time researching each new investor introduction from scratch.
- Prepare for introductions faster
- Identify relevant experience
- Reduce context switching
Setup
Build it in a few focused steps.
- 1Connect Typeform and Aeroleads in Notis.
- 2Create an investor introduction research automation.
- 3Describe that Notis should validate the public LinkedIn URL, retrieve details, and summarize relevant investment context from the response.
- 4Select New Form Response and a report destination.
- 5Test one submitted introduction.
Questions about this workflow
Will Notis infer investment preferences not shown in the data?
No. It summarizes available response and profile details and labels missing context.
Can I include the introducer's notes?
Yes, include those Typeform answers in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Aeroleads. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
Connect any two apps with Notis in the middle.
Typeform and Aeroleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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