Keep month-end follow-ups visible to the team
Bring the remaining commitments into view before the month closes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Message
Sends a message to DailyBot users or channels.
Why this helps
Month-end tasks can pile up when each owner tracks follow-up in a different place.
- Share the supplied follow-up priorities on a recurring schedule.
- Send the nudge to a user or team channel.
- Help owners focus on the next action before deadlines pass.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dailybot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to turn the Agile CRM month-end follow-up priorities supplied for each run into a short Dailybot nudge for the named destination.
- 4Choose the notis_cron trigger and set the schedule, then choose where run reports should go.
- 5Test with one real close-period example and confirm dates and recipients.
Questions about this workflow
Does this automatically collect CRM follow-ups?
No Agile CRM trigger or action is listed here. Supply the current follow-up priorities for each run.
Can the message go to a specific owner?
Yes. The action can send to specific users or a channel/room; include the intended destination.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dailybot. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Dailybot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Find User by UUID
Retrieves a DailyBot user's details by UUID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Check-in
Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.
Find Workflow by Name
Finds DailyBot workflows by name.
Get All Users
Retrieves users in the authenticated DailyBot organization.
Give Kudos to Users
Gives kudos to one or more DailyBot users.
Send Message
Sends a message to DailyBot users or channels.
Connect any two apps with Notis in the middle.
Agile CRM and Dailybot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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