Walk into client calls with the context in one place
Bring together the client details and project context you provide, then get a short brief with priorities and open questions.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Text Chat Completion
Generates a text completion or chat response using an AI model.
Why this helps
Switching between CRM and project details before a call makes it easy to miss the point that matters most.
- Condense supplied client and project context into a readable brief.
- Highlight follow-up topics and open questions.
- Spend less time assembling call notes manually.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Ai ml api once in the Notis portal.
- 2Create an automation and describe the call brief you want.
- 3Pick notis_webhook and send the relevant client context to start a run.
- 4Choose where run reports should go, then test with one real client example.
Questions about this workflow
Does this workflow access my calendar?
No. It uses the Agiled context you supply to the webhook and generates text with AI/ML API.
Can it include an agenda?
Yes. Ask Notis to structure the generated brief as an agenda using the context provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Ai ml api. A trigger fires from one place; an action lands in another.
Agiled triggers
Ai ml api actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel Run
Cancel a run that is currently in progress.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Text Chat Completion
Generates a text completion or chat response using an AI model.
Create Assistant
Create an AI assistant with its chosen model, instructions, and tools.
Create Message
Add a user or assistant message to an existing thread.
Create Run
Start an assistant run on a thread to process its messages and generate a response.
Create Thread
Create a conversation thread that stores messages and context.
Delete Assistant
Delete an assistant.
Delete Message
Delete a message from a thread.
Connect any two apps with Notis in the middle.
Agiled and Ai ml api, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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