Capture the questions worth following up on
Turn the session's Q&A history into a clear post-event review while open questions are still easy to route.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Session Q&A History
Retrieves the questions and answers from a session’s Q&A.
Why this helps
Good audience questions can disappear into a chat history before anyone assigns a follow-up.
- Make unresolved questions easier to spot.
- Reduce manual review of session history.
- Support clear handoffs after a webinar.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and ClickMeeting once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve the Q&A history for the specified completed session and summarize open follow-up items.
- 4Pick a schedule and choose where run reports should go.
- 5Test with one real session that has Q&A history.
Questions about this workflow
Will it know which questions are unanswered?
Notis can summarize the returned Q&A history. If the data does not indicate answer status, the instruction should ask it to flag ambiguity rather than assume.
What should the schedule target?
Use a schedule that runs after the session has finished and provide or identify the relevant conference and session.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Clickmeeting. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Clickmeeting actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conference
Create a conference to schedule or start a meeting or webinar.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Access Tokens
Generates access tokens for participants when a conference room uses token protection.
Create Contact
Add a contact or pre-register an attendee.
Delete Conference
Delete a conference.
Delete Recording
Permanently deletes a conference recording; it cannot be recovered.
Delete Recordings
Deletes all recordings for a conference room.
Delete File
Generate Autologin URL
Creates a time-sensitive link for a participant to access a conference room directly.
Connect any two apps with Notis in the middle.
Agile CRM and Clickmeeting, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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