Turn pipeline reviews into decisions and actions
Leave a pipeline review with the decisions, owners, and open questions visible to everyone.
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
Pipeline meetings can generate discussion without leaving a clear record of decisions or follow-up.
- Summarize decisions from the pipeline information supplied.
- Call out open questions that still need an answer.
- Give follow-up owners a shared reference in Discord.
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 extract decisions, owners, and open questions from supplied pipeline context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review example and confirm the input contains the decisions you need captured.
Questions about this workflow
Can Notis capture what was decided in a meeting?
Only if the decision context is included in the data supplied to the automation.
Will it assign follow-up tasks in Agile CRM?
No. This workflow posts a summary in Discord using the available send message action.
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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