Compare the sales playbook with available team workflows
Review whether the routines your team can access still support the sales process you have documented.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Workflows List
Why this helps
Playbook changes can leave team workflows outdated or hard to find.
- Review the Dailybot workflows available to the authenticated user.
- Bring sales playbook notes into the scheduled review.
- Produce questions for owners to investigate.
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 retrieve Dailybot workflows and highlight review questions against the Agile CRM sales playbook notes supplied each run.
- 4Choose the notis_cron trigger and select the review schedule, then choose where run reports should go.
- 5Test with one real playbook example and review the resulting questions.
Questions about this workflow
Will this audit confirm whether each workflow is correctly configured?
No. It retrieves workflow information and compares it with the notes supplied; a person should verify any configuration details.
Can the workflow read playbook notes from Agile CRM automatically?
No Agile CRM trigger is listed. Include the relevant notes as run context.
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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