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Get a quick summary of each customer call

Know the main points before your next customer touchpoint, without replaying the whole conversation.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Summarize Audio

Why this helps

Long recordings make it harder to pick up the thread before a meeting or follow-up.

  • Review the main points in less time.
  • Resume customer conversations with less context switching.
  • Use one clear webhook request to start a summary.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Deepgram once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis in one instruction to summarize the audio at the submitted public URL for customer follow-up.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real, publicly accessible call recording.

Questions about this workflow

Can this workflow summarize a recording stored privately in Agile CRM?

The Deepgram action requires an audio URL that it can access. If the recording is private, provide an accessible URL through your existing process.

Does Agile CRM start the automation directly?

No Agile CRM trigger event is listed here. A webhook request starts the automation, and your existing process must send it when appropriate.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agile CRM to Deepgram. A trigger fires from one place; an action lands in another.

Agile CRM triggers

Deepgram actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Public Models

Retrieves metadata for public speech-to-text and text-to-speech models.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Model by ID

Retrieves metadata for a speech-to-text or text-to-speech model.

ActionInstant

List Deepgram Projects

Lists all projects.

ActionInstant

Get Project Usage Summary

Retrieves aggregated usage statistics for a project.

ActionInstant

Get Project Balance

Retrieves a project's balance in the provider's native units.

ActionInstant

List Project Scopes

Lists all permission scopes for a project.

ActionInstant

Get Project Billing Breakdown

Returns a project's dated billing entries in USD.

ActionInstant

Transcribe Pre-recorded Audio

Transcribes a pre-recorded audio file into text.

ActionInstant

Connect any two apps with Notis in the middle.

Agile CRM and Deepgram, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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