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Notis

Keep Delighted email Autopilot settings visible

A scheduled settings check can help you notice when your email survey program's configuration changes.

Trigger

Recurring schedule

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

Action

Get Autopilot Email Configuration

Retrieves the current email Autopilot configuration.

Why this helps

Survey configuration is easy to forget when it runs quietly in the background.

  • Retrieve the current email Autopilot configuration.
  • See reported active status and frequency details.
  • Receive a regular report without opening the settings manually.

Setup

Build it in a few focused steps.

  • 1Connect Delighted once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Describe that the current email Autopilot configuration should be checked and its status summarized.
  • 4Pick the recurring schedule trigger and choose where run reports should go.
  • 5Test with one real configuration check and inspect the report.

Questions about this workflow

Does this change Autopilot settings?

No. The action retrieves the current email configuration for review.

What information is reported?

The action returns details including whether Autopilot is active, survey frequency, and timestamps.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to Delighted. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

Delighted actions

Recurring trigger

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

TriggerScheduled

Add Person to Autopilot Email

Adds a person to automated email surveys or updates their profile details.

ActionInstant

Webhook trigger

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

TriggerInstant

Add Person to Autopilot SMS

Adds a person to automated SMS surveys or updates their profile details.

ActionInstant

Create or Update Person

Creates or updates a person and schedules a survey email.

ActionInstant

Delete Pending Survey Requests

Cancels all pending survey requests for a person.

ActionInstant

Delete Person

Permanently deletes a person and all associated data.

ActionInstant

Get Autopilot Email Configuration

Retrieves the current email Autopilot configuration.

ActionInstant

Get Autopilot SMS Configuration

Retrieves the current SMS Autopilot configuration.

ActionInstant

List Autopilot SMS Memberships

Lists people enrolled in SMS Autopilot.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and Delighted, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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