Keep lead follow-ups from slipping through the week
Let Notis review available lead activity on a schedule and list follow-ups that appear due or do not show a next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Message
Sends a message to DailyBot users or channels.
Why this helps
Follow-up commitments are easy to miss when each lead has to be checked separately.
- Collect follow-up signals in one weekly message.
- Call out records without a visible next step.
- Use available dates and activity rather than guesswork.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Dailybot once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Ask Notis in one instruction to review accessible lead data for due follow-ups or missing next steps and summarize the evidence in Dailybot.
- 4Choose a weekly Notis schedule and report destination.
- 5Run one review against real lead data and confirm the output.
Questions about this workflow
Does Notis know our follow-up rules automatically?
No. Include any timing or qualification rules in your instruction. Notis can only use available data.
Will it contact leads?
No. The selected action sends a Dailybot message for your team to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Dailybot. A trigger fires from one place; an action lands in another.
Acculynx triggers
Dailybot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Find User by UUID
Retrieves a DailyBot user's details by UUID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Check-in
Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.
Find Workflow by Name
Finds DailyBot workflows by name.
Get All Users
Retrieves users in the authenticated DailyBot organization.
Give Kudos to Users
Gives kudos to one or more DailyBot users.
Send Message
Sends a message to DailyBot users or channels.
Connect any two apps with Notis in the middle.
Acculynx and Dailybot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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