Know whether the agent is ready for current support work
Get a regular view of the agent's status and configuration, with customer operations context where the run can access it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get CustomGPT Project
Retrieves an agent’s full configuration and current status.
Why this helps
A team can depend on an agent without noticing its processing status or configuration has changed.
- Keep agent processing status visible.
- Review configuration and metadata in a recurring check.
- Connect operational status to relevant customer 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 details for the specified CustomGPT agent and summarize its status with relevant available Agile CRM context.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real agent and confirm the status and any CRM context are accurate.
Questions about this workflow
Can this fix an agent that is still processing?
No. It retrieves project details and status for review. A separate supported action or manual investigation may be needed to resolve processing issues.
What information can the project detail action return?
It returns agent details, including configuration and current status, plus project metadata.
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
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