Keep agent reference notes current with a scheduled CRM review
Set a recurring review for the product or policy updates your team tracks in Agile CRM. Notis can turn the supplied update details into a clear ElevenReader reference note.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Text Document
Adds a text document to the knowledge base.
Why this helps
Important product and policy changes can remain in CRM records while an agent's knowledge base keeps presenting old guidance.
- Create concise agent notes from supplied CRM update details.
- Give recurring reviews a predictable place in your routine.
- Reduce the chance that important guidance remains only in CRM.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and ElevenReader once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to review the eligible product or policy updates available in Agile CRM since the previous run, summarize confirmed changes, and create a text document in ElevenReader; supply a date range or baseline if the source cannot provide one.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real update and confirm the resulting note in ElevenReader.
Questions about this workflow
Can Notis identify which Agile CRM updates are new?
Only if the available CRM data provides the needed update history or you supply a date range or baseline. The workflow should not assume missing history.
Does Agile CRM provide a scheduled trigger?
No. This workflow uses a Notis cron schedule; Agile CRM has no trigger events in this setup.
What does the scheduled run create?
It creates a concise text document in the ElevenReader knowledge base from confirmed update details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Elevenreader. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Elevenreader actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Documentation To Knowledge Base
Adds documentation to a conversational agent's knowledge base.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Pronunciation Dictionary From File
Adds a pronunciation dictionary from a PLS file.
Add Pronunciation Dictionary From Rules
Creates a pronunciation dictionary from custom rules.
Add Pronunciation Dictionary Rules
Adds custom pronunciation rules to a dictionary.
Add Shared Voice
Adds a shared voice to your voice library.
Add Tool
Adds a tool for conversational AI agents to use.
Calculate Public LLM Expected Cost
Estimates expected LLM usage costs for conversational AI.
Cancel batch call
Cancels an active batch calling operation.
Connect any two apps with Notis in the middle.
Agile CRM and Elevenreader, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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