Keep sales process notes aligned with available team workflows
A recurring review can make it easier to spot where your documented sales routine and team workflows need a closer look.
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
Process notes and team workflows drift when nobody has time to compare them.
- Create a recurring moment to inspect available Dailybot workflows.
- Bring supplied CRM process notes into the review.
- Identify questions for the team without claiming an automatic configuration change.
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 flag review questions against the Agile CRM process notes supplied for each run.
- 4Choose the notis_cron trigger and schedule the review, then choose where run reports should go.
- 5Test with one real process review and inspect the questions in the report.
Questions about this workflow
Does this modify Dailybot workflows?
No. The selected action only retrieves the workflow list; the report can highlight items for a person to investigate.
Where do the CRM notes come from?
Provide the relevant Agile CRM process notes to the scheduled run because no Agile CRM event is available in this setup.
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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