Make chatbot documents easier to identify and maintain
Review page metadata alongside CRM topics so content owners can quickly see which indexed documents belong to which guidance.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Page Metadata
Retrieves document metadata, including its title, source, and word count.
Why this helps
Unclear document titles and metadata make it harder to maintain the knowledge base when CRM guidance changes.
- Retrieve document titles and source URLs for review.
- Make content ownership checks easier.
- Spot metadata that may no longer match CRM topics.
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 metadata for selected documents and summarize alignment with available Agile CRM topics, calling out uncertain matches.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real document and verify the reported title and source URL.
Questions about this workflow
Does this workflow change page metadata?
No. It retrieves metadata for inspection. Use an update action only after a specific correction is approved.
What metadata can it show?
The action returns document information such as title, source URL, word count, and custom metadata fields.
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.