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Track chatbot usage trends in your AgencyZoom operations review

Get a clear recurring read on chatbot activity and decide whether any shifts need follow-up from the team.

Trigger

Recurring schedule

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

Action

Get Analytics Chart Data

Retrieves chart-ready usage metrics over daily or weekly periods.

Why this helps

Usage trends are easy to miss when chatbot analytics and agency operations are reviewed separately.

  • Summarize daily or weekly chatbot activity trends.
  • Make changes in conversations and queries easier to notice.
  • Bring analytics into an existing agency operations review.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and CustomGPT once in Notis.
  • 2Create an automation that retrieves CustomGPT chart data and summarizes the selected usage trends for agency operations.
  • 3Choose a recurring Notis schedule.
  • 4Choose where run reports should go.
  • 5Test with one real chart period and verify the time range and metrics.

Questions about this workflow

Can this compare usage with AgencyZoom sales results?

Only if relevant AgencyZoom performance data is also available to the automation. CustomGPT chart data alone does not show sales outcomes.

Which time breakdowns are supported?

The listed action supports daily or weekly breakdowns. Specify the preferred interval in the instruction and verify it in the test run.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Agencyzoom triggers

Customgpt actions

Recurring trigger

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

TriggerScheduled

Delete CustomGPT Project

Permanently deletes a project.

ActionInstant

Webhook trigger

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

TriggerInstant

Activate Persona Version

Restores a previous persona version as active and adds a new history entry; requires Custom plan.

ActionInstant

Delete CustomGPT Project License

Deletes a license from a project.

ActionInstant

Add Source to Project

Adds a source to an agent’s knowledge base; indexing begins immediately.

ActionInstant

Get Project License

Retrieves a license for a specific project.

ActionInstant

Clone CustomGPT Project

Clones an agent, including its knowledge base, persona, and settings.

ActionInstant

Get Project Settings

Retrieves the settings for a project.

ActionInstant

Create Conversation

Creates a conversation session for an agent.

ActionInstant

Connect any two apps with Notis in the middle.

Agencyzoom and Customgpt, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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