Find knowledge sources that may need a CRM-driven review
Keep track of what feeds the agent and see which sources may need attention after related CRM updates.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Agent Sources
Lists the data sources connected to an agent.
Why this helps
The team may update customer guidance in Agile CRM without an easy way to see which connected knowledge sources are affected.
- Get a current inventory of connected knowledge sources.
- Spot candidate sources to review after CRM changes.
- Keep ownership and review work visible.
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 list sources for the chosen agent and identify possible review candidates based on available Agile CRM updates.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real agent and confirm candidate matches are labeled as suggestions for human review.
Questions about this workflow
Will the workflow remove irrelevant sources?
No. It lists sources and identifies candidates for review. Removal is a separate, destructive action and should follow an explicit decision.
How does it know a source matches a CRM update?
It can compare information available to the run. Supply clear source or topic context and treat suggested matches as candidates, not certainty.
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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