Keep recurring AgentQL research reviews on the calendar
Make regular research review a visible task in Close, so fresh findings get a deliberate next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
Without a recurring review task, research can pile up without a clear moment to decide what deserves follow-up.
- Create a recurring review task on a predictable schedule.
- Keep research review work visible in Close.
- Use the review to decide which findings merit individual follow-up.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Close once in the Notis portal.
- 2Create a new automation in Automations, or tell Notis in plain language from any channel.
- 3Describe the recurring Close task you want for reviewing AgentQL research and any cadence details.
- 4Choose the Notis cron trigger and select a channel for run reports.
- 5Test with one real example and confirm the resulting task is useful.
Questions about this workflow
Does this schedule automatically fetch AgentQL results?
No. The listed AgentQL setup provides no trigger event or read action here. This workflow schedules a Close task to review research through your existing process.
Can the schedule invent tasks based on new findings?
The schedule can create the review task. Any finding-specific follow-up should use information supplied to Notis or reviewed by your team.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Close. A trigger fires from one place; an action lands in another.
Agentql triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
Agentql and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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