Get the details behind a research task
Send a task identifier and account context to Notis to retrieve the Browse AI result and make the next step clear.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Task Details
Retrieves detailed status and results for a specific task.
Why this helps
A task summary may not show enough detail to decide whether a prospect's website research is ready to use.
- Inspect one task without searching manually in Browse AI.
- Review detailed status and available results with account context.
- Make follow-up decisions from a focused report.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Browse AI once in the Notis portal.
- 2Create an automation in Notis and name it for task detail review.
- 3Tell Notis to retrieve the specified Browse AI task details and summarize its status and results with the supplied Agile CRM context.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test using one real task identifier and its associated account context.
Questions about this workflow
What information is needed to inspect a task?
Provide a valid Browse AI task identifier. Account context can be included so the report is easier to use for CRM follow-up.
Will this change the task or CRM record?
No. The selected action retrieves task details and the automation reports them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Browseai. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Browseai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Bulk Run Tasks
Runs a large batch of tasks with a web automation robot.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Monitor
Creates a monitor that tracks website changes on a recurring schedule.
Create Webhook
Creates a webhook to notify your server when selected robot events occur.
Delete a specific monitor
Deletes a specific monitor from your account.
Delete a specific task
Deletes a specific task.
Get Robots List
Retrieves all robots in your account.
Get Robot Tasks
Retrieves the execution history for a specific robot.
Get Task Details
Retrieves detailed status and results for a specific task.
Connect any two apps with Notis in the middle.
Agile CRM and Browseai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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