Get a regular recap of Close sales activity
Catch up on recent calls and emails with a short recap delivered where you already review work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Activities
Lists one page of email or call activities.
Why this helps
When days get busy, important sales touches can disappear into a growing CRM activity feed.
- Create a regular catch-up point for sales activity.
- Reduce friction when preparing for customer conversations.
- Keep the recap focused on recorded calls and emails.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to list Close email or call activities for the desired interval and summarize the returned page.
- 4Pick a recurring Notis cron trigger and choose where run reports should go.
- 5Test with one real run and confirm the filters and page coverage are useful.
Questions about this workflow
Can the activity recap run every day?
Choose a daily recurring schedule when setting the Notis cron trigger.
Which activities are available?
This Close action lists one page of email or call activities using documented filters.
Will it flag activities without a reply?
Only if reply status or relevant evidence is returned by the list action. Do not assume missing fields or history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Close. A trigger fires from one place; an action lands in another.
Ai ml api triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
Ai ml api and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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