Prepare a weekly review of voice follow-up
Start your review with call status and customer work already gathered into one report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve agent execution status
Lists call executions for a specific agent.
Why this helps
Weekly customer reviews take longer when voice activity and CRM follow-ups must be checked separately.
- Reduce preparation time for customer reviews
- Spot possible next steps across call and CRM records
- Start the week with clearer follow-up context
Setup
Build it in a few focused steps.
- 1Connect Agiled and Bolna once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
- 3Tell Notis which Bolna agent executions and Agiled work to summarize for the review, and how to flag uncertain follow-up.
- 4Choose a weekly schedule and select where run reports should go.
- 5Test with one real review period and check the findings against the records.
Questions about this workflow
Can the report know which calls need follow-up?
It can identify signals present in the execution and Agiled records. Specify your criteria and have it label uncertain conclusions.
Does the report create tasks?
No. The selected action retrieves execution status for a report; it does not create or change Agiled tasks.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Bolna. A trigger fires from one place; an action lands in another.
Agiled triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Permanently deletes a voice AI agent and all its associated data.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Abort workflow campaign
Aborts a running or paused campaign and stops executions; the terminal campaign cannot resume or be deleted.
Delete batch by id
Permanently deletes a batch campaign; this cannot be undone.
Add custom LLM model
Registers a custom OpenAI-compatible language model endpoint.
Fetch all batches by agent id
Lists batches associated with a voice AI agent.
Add Provider to Bolna
Adds a telephony or voice service provider to the account.
Get all agents
Lists the voice agents configured in an account.
Add number to SIP trunk
Adds a DID phone number to a SIP trunk.
Connect any two apps with Notis in the middle.
Agiled and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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