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Notis

Review who is enrolled in SMS surveys

Get a periodic view of SMS survey enrollment without paging through the membership list by hand.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Autopilot SMS Memberships

Lists people enrolled in SMS Autopilot.

Why this helps

It is easy to lose track of who is enrolled when feedback memberships accumulate over time.

  • Review current SMS Autopilot memberships.
  • Use available person details to focus the report.
  • Make survey enrollment easier to audit during operations.

Setup

Build it in a few focused steps.

  • 1Connect Agiled and Delighted once in the Notis portal.
  • 2Create an automation from any channel or in Automations, New Automation.
  • 3Tell Notis to list Delighted SMS Autopilot memberships and summarize the returned people for a regular enrollment review.
  • 4Pick the notis_cron trigger and choose the schedule and report destination.
  • 5Test with one real membership report.

Questions about this workflow

Does this add or remove people?

No. It retrieves SMS Autopilot memberships for review.

Can it filter the membership list?

The action supports filtering by specific person details; include relevant details in the prompt when available.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agiled to Delighted. A trigger fires from one place; an action lands in another.

Agiled triggers

Delighted actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Person to Autopilot Email

Adds a person to automated email surveys or updates their profile details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Person to Autopilot SMS

Adds a person to automated SMS surveys or updates their profile details.

ActionInstant

Create or Update Person

Creates or updates a person and schedules a survey email.

ActionInstant

Delete Pending Survey Requests

Cancels all pending survey requests for a person.

ActionInstant

Delete Person

Permanently deletes a person and all associated data.

ActionInstant

Get Autopilot Email Configuration

Retrieves the current email Autopilot configuration.

ActionInstant

Get Autopilot SMS Configuration

Retrieves the current SMS Autopilot configuration.

ActionInstant

List Autopilot SMS Memberships

Lists people enrolled in SMS Autopilot.

ActionInstant

Connect any two apps with Notis in the middle.

Agiled and Delighted, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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