Make campaign readiness easier to review
Bring campaign status, open questions, and next steps together in one Discord message.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post message to channel
Why this helps
Campaign planning can stall when status, risks, and decisions take too long to pull together.
- Create a repeatable campaign review from data provided to Notis.
- Surface missing decisions and unresolved questions in one brief.
- Keep campaign coordination visible to the team.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Discordbot once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one, then name it.
- 3Describe in one instruction how to summarize campaign readiness and call out open decisions.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real campaign example and confirm the supplied data supports the brief.
Questions about this workflow
Can Notis know campaign performance without metrics?
No. Supply the campaign metrics or history you want considered; Notis cannot infer fields that are not included in its input.
Can the brief ask for decisions?
Yes. In the instruction, ask Notis to identify unresolved questions or decisions from the campaign details it receives.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Discordbot. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Discordbot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add recipient to group channel
This action is deprecated and unsupported.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add guild member
Adds a user to a guild using an OAuth token with the guilds.join scope.
Assign role to guild member
Assigns a role to a member of a server.
Add reaction to message
Adds an emoji reaction from the bot to a message.
Add thread member
Adds a user to an unarchived thread if they can access its parent channel.
Ban user from guild
Permanently bans a user from a guild, optionally deleting their recent messages.
Bulk ban users from guild
Bans up to 200 guild users, optionally deleting their recent messages; BAN_MEMBERS is required.
Bulk Delete Messages
Deletes 2–100 messages under 14 days old from a channel; requires message-management permission.
Connect any two apps with Notis in the middle.
Agile CRM and Discordbot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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