Keep your CRM research robots easy to find
Get a scheduled view of the Browse AI robots available for your sales and marketing research tasks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Robots List
Retrieves all robots in your account.
Why this helps
When useful robots are hard to remember, teams waste time searching for the right tool before they can follow up.
- See available robots without opening another tool.
- Make suitable robots easier to find when a research request comes in.
- Receive a short report on a predictable schedule.
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 the robot inventory report.
- 3Tell Notis to retrieve the Browse AI robot list and summarize which robots appear useful for the Agile CRM research workflows you specify.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test once and confirm the report reflects the robots currently available in Browse AI.
Questions about this workflow
Does this workflow inspect robot performance?
No. It retrieves the robot list. To inspect task outcomes, use a workflow based on Browse AI task retrieval instead.
Can Notis decide what each robot is for?
Notis can summarize available robot information, but provide your intended CRM research use cases if you want a relevance assessment.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Browseai.