Bring recurring customer conversation themes into view
Get a scheduled summary of what people are asking your CustomGPT agent. Use the report to inform your next ActiveTrail campaign review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customer Intelligence Report
Returns AI-analyzed insights on user intent, sentiment, topics, and trends.
Why this helps
Customer questions and emerging themes can be scattered across conversations and easy to miss during campaign planning.
- Surface common user intents and frequently discussed topics.
- Review sentiment and emerging trends in a recurring report.
- Use conversation insights as context for campaign planning.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and CustomGPT once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe that Notis should retrieve a customer intelligence report for the selected CustomGPT project and summarize its returned insights.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real project and review the returned report for useful themes.
Questions about this workflow
Does this analyze ActiveTrail contacts or campaign results?
No. The listed action returns AI-analyzed insights about users of a CustomGPT agent, including intents, sentiment, topics, and trends.
What should I use the report for?
You can review the returned themes as context for campaign planning. The workflow does not change or send an ActiveTrail campaign.
Does CustomGPT provide a historical baseline?
The listed action describes insights about users. Any comparison baseline not present in the returned data must be supplied separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Customgpt. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Customgpt actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete CustomGPT Project
Permanently deletes a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate Persona Version
Restores a previous persona version as active and adds a new history entry; requires Custom plan.
Delete CustomGPT Project License
Deletes a license from a project.
Add Source to Project
Adds a source to an agent’s knowledge base; indexing begins immediately.
Get Project License
Retrieves a license for a specific project.
Clone CustomGPT Project
Clones an agent, including its knowledge base, persona, and settings.
Get Project Settings
Retrieves the settings for a project.
Create Conversation
Creates a conversation session for an agent.
Connect any two apps with Notis in the middle.
ActiveTrail and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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