Keep Agent-Captured Leads Moving
Collect leads captured by CustomGPT conversations into a recurring review that makes follow-up easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Export Leads
Exports lead details captured in conversations from a project.
Why this helps
Leads gathered by an agent can go untouched when they are not part of an established review routine.
- Collects captured lead information for a selected project and date range.
- Creates a regular prompt to review follow-up needs.
- Keeps exported contact details within the intended run report channel.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and CustomGPT once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which CustomGPT project and date range to export and how to summarize leads for follow-up.
- 4Pick a Notis cron schedule and choose a suitable private run report destination.
- 5Test with a real project and confirm the export contains the expected lead fields.
Questions about this workflow
Will this send messages to leads?
No. It exports and summarizes lead information. It does not contact anyone.
Can I choose a date range?
Yes. Include the date range you want Notis to use when it requests the lead export.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Customgpt. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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