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Evaluate your manager assistant monthly

Use a monthly review to keep the assistant useful as your staffing and service patterns change.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Evaluate Character Performance

Tool to evaluate a character's performance based on interactions. Use after fetching a conversation session and constructing your prompt.

Why this helps

An assistant can sound polished while quietly missing the manager's real priorities.

  • Find gaps in manager support
  • Improve prompt quality
  • Align the assistant with current operations

Setup

Build it in a few focused steps.

  • 1Connect 7shifts and Convolo ai in Notis once.
  • 2Create a monthly performance evaluation automation.
  • 3Tell Notis to evaluate the character using the supplied operating summary, goals, and interaction examples.
  • 4Pick a notis_cron schedule, choose the report channel, and test with one real monthly sample.

Questions about this workflow

What examples should I provide?

Provide representative conversations and the operating outcomes you want the assistant to support.

Can the evaluation include a baseline?

Yes. Supply a prior score or review summary if you want a comparison.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 7shifts to Convolo ai. A trigger fires from one place; an action lands in another.

7shifts triggers

Convolo ai actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Character

Tool to create a new character. Use when you have name, voice type, backstory, and optional actions ready.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Define or Update Character Actions

Tool to define or update the list of actions a character can perform. Use when you need to configure or adjust character capabilities before deployment.

ActionInstant

Evaluate Character Performance

Tool to evaluate a character's performance based on interactions. Use after fetching a conversation session and constructing your prompt.

ActionInstant

Generate Starter Conversation

Tool to generate starter conversation suggestions for a character. Use when you need opening or follow-up dialogue lines.

ActionInstant

Get Character Response

Tool to generate a response from a ConvAI character based on text or audio input. Use when needing a text or voice reply in an ongoing session.

ActionInstant

List Voices

Tool to retrieve the list of available voice types. Use when selecting voices before generating speech.

ActionInstant

Set Core AI Settings

Tool to set core AI settings for a character. Use after confirming character existence.

ActionInstant

Update Character Backstory

Tool to update a character's backstory. Use when you need to modify the backstory of an existing character after confirming its ID. Only the provided fields will be updated.

ActionInstant

Connect any two apps with Notis in the middle.

7shifts and Convolo ai, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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