Keep important tasks from slipping out of view
Get a concise task check-in in Discord, with overdue items and blockers surfaced from the data you provide.
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
Tasks lose momentum when nobody has a quick, shared view of what needs attention.
- Review open work without manually scanning every task.
- Highlight due dates or blockers when those details are provided.
- Give the team one shared prompt for follow-up.
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 review supplied task details and report what needs attention.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real task example and confirm dates and statuses are present in the input.
Questions about this workflow
Will Notis know which tasks are overdue?
It can assess due dates only when the task data includes dates and status details.
Can I focus the check-in on certain tasks?
Describe the focus in your instruction and make sure the input includes the information needed to identify those tasks.
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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