Keep CRM opportunity reviews focused
Set a recurring review and provide the opportunity details to consider. DeepSeek returns a concise overview and questions for follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Chat Completion
Generates an AI response to a chat conversation.
Why this helps
CRM reviews get unwieldy when opportunity context is not easy to scan in one sitting.
- Review supplied opportunity context in a consistent format.
- Surface unanswered questions that could inform follow-up.
- Reduce time spent assembling a review.
Setup
Build it in a few focused steps.
- 1Connect Agiled and DeepSeek once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the recurring opportunity review and the Agiled details it should use.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real opportunity summary.
Questions about this workflow
Does it retrieve every opportunity from Agiled?
The selected DeepSeek action generates a response. Provide the opportunity information the review should use.
Can it determine which opportunities are most likely to close?
It can analyze supplied evidence, but it cannot establish a reliable likelihood without relevant data and a defined basis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to DeepSeek. A trigger fires from one place; an action lands in another.
Agiled triggers
DeepSeek actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Anthropic Message
Generates a response using an Anthropic-compatible message format.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Chat Completion
Generates an AI response to a chat conversation.
Get User Balance
Retrieves your current account balance.
Fetch Webpage
Fetches a known webpage and returns its content as Markdown.
List Models
Lists currently available models and basic details.
Search Web
Searches the web index and returns ranked results.
Connect any two apps with Notis in the middle.
Agiled and DeepSeek, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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