Start the week with a focused sales action list
Replace a sprawling pipeline scan with a short list of actions grounded in the sales context you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Text Chat Completion
Generates a text completion or chat response using an AI model.
Why this helps
Founders often begin the week reacting to whichever sales item is most visible instead of choosing a deliberate focus.
- Summarize the most relevant supplied opportunities and tasks.
- Tie suggested actions to the goals and criteria you provide.
- Create a clear starting point for weekly planning.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Ai ml api once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
- 3In one instruction, ask Notis to create a short weekly focus list from supplied pipeline and task context, using your stated goals and priorities.
- 4Choose a weekly schedule and select where run reports should go.
- 5Test with one real sales snapshot and include this week's goals and relevant task details.
Questions about this workflow
Can it choose priorities without knowing this week's goals?
It can suggest priorities from the supplied information, but include your goals and criteria for recommendations that fit your plans.
Will the focus list include every CRM task?
Only tasks included in the input are available for the summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Ai ml api. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Ai ml api actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel Run
Cancel a run that is currently in progress.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Text Chat Completion
Generates a text completion or chat response using an AI model.
Create Assistant
Create an AI assistant with its chosen model, instructions, and tools.
Create Message
Add a user or assistant message to an existing thread.
Create Run
Start an assistant run on a thread to process its messages and generate a response.
Create Thread
Create a conversation thread that stores messages and context.
Delete Assistant
Delete an assistant.
Delete Message
Delete a message from a thread.
Connect any two apps with Notis in the middle.
Agile CRM and Ai ml api, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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