Check agent performance alongside customer operations
Get a concise recurring view of CustomGPT usage and document processing, with relevant CRM context where available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Agent Statistics
Retrieves an agent’s usage, performance, document, and processing statistics.
Why this helps
Agent usage and knowledge processing can drift out of view while teams focus on day-to-day CRM work.
- Keep usage and processing metrics visible.
- Spot changes that merit a closer look.
- Combine agent reporting with available customer operations context.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and CustomGPT once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to retrieve statistics for the specified CustomGPT agent and summarize them with relevant Agile CRM context that is available.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real agent and confirm the summary does not invent CRM context or metric baselines.
Questions about this workflow
Can Notis determine whether an agent is performing well?
It can summarize returned metrics. Define goals or baselines in your instruction if you want performance judged against them.
What statistics are available?
The action can return usage and performance measures including conversations, queries, document statistics, and processing information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Customgpt. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Customgpt, 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 Customgpt.