Turn sales meeting notes into a useful recap
Send the notes you captured and get a structured recap that makes commitments and open questions easy to find.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Chat Completion
Generates an AI response to a chat conversation.
Why this helps
Meeting notes are easy to postpone, and important commitments can disappear in a wall of text.
- Separate decisions from discussion
- Make commitments and open questions visible
- Create a recap from notes you already captured
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and DeepSeek 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 DeepSeek to organize supplied meeting notes into decisions, commitments, customer needs, and open questions.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real set of sales meeting notes.
Questions about this workflow
Will it create tasks in Agile CRM?
No. The available action generates a recap and does not create CRM tasks.
Can it tell who owns a commitment?
Only when the notes identify an owner. It should flag unclear ownership rather than guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to DeepSeek. A trigger fires from one place; an action lands in another.
Agile CRM triggers
DeepSeek actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Anthropic Message
Generates a response using an Anthropic-compatible message format.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Chat Completion
Generates an AI response to a chat conversation.
Get User Balance
Retrieves your current account balance.
Fetch Webpage
Fetches a known webpage and returns its content as Markdown.
List Models
Lists currently available models and basic details.
Search Web
Searches the web index and returns ranked results.
Connect any two apps with Notis in the middle.
Agile CRM and DeepSeek, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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