Keep member follow-up review on a steady schedule
Set aside less time to reconstruct who needs attention. Notis can retrieve the people directory for a focused review using the email context you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
ChMeetings: List People
Tool to retrieve list of People records from ChMeetings. Use when syncing people data; rate limit 100 requests per 20 seconds.
Why this helps
Follow-up work can be scattered across inbox messages and the member directory, making it hard to spot who still needs a response.
- Bring directory data into a recurring review.
- Use email context supplied by you to identify follow-up candidates.
- Get a report that highlights items to review without assuming missing history.
Setup
Build it in a few focused steps.
- 1Connect ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve ChMeetings people and prepare a follow-up review using the email messages or context you provide, marking unavailable history as unknown.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real example and confirm the report is useful.
Questions about this workflow
Can it discover past email correspondence automatically?
The listed ChMeetings action retrieves people records, and the listed Agent mail trigger covers new incoming emails. Historical email search is not among the supplied events, so provide the relevant context if needed.
Will it change person records?
No. This workflow lists people for review and does not update or create records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Chmeetings. A trigger fires from one place; an action lands in another.
Agent mail triggers
Chmeetings actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Invite Meeting Attendee
Tool to invite a new attendee to a specified meeting. Use when you need to add attendees before the meeting begins.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Attendee Details
Tool to retrieve details for a specific attendee. Use when you have an attendee_id and need the attendee's full profile.
New Email Received
Trigger for new emails in an AgentMail inbox
ChMeetings: Create Meeting
Tool to create a new meeting in ChMeetings. Use when you have all meeting details and need to schedule it via the ChMeetings API.
ChMeetings: Create Organization
Tool to create a new organization.
ChMeetings: Create Reminder
Tool to create/schedule a reminder for a meeting in ChMeetings.
Delete Meeting Attendee
Tool to remove an attendee from a meeting. Use after confirming attendee details.
List Meeting Attendees
Tool to list attendees of a meeting. Use when you need to retrieve attendees for a specific meeting.
ChMeetings: Delete Meeting
Tool to delete an existing meeting. Use when you have confirmed the meeting ID to permanently remove the meeting.
Connect any two apps with Notis in the middle.
Agent mail and Chmeetings, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chmeetings.