Make customer check-ins a monthly habit
Set a recurring reminder for customer feedback and keep survey scheduling connected to the review routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create or Update Person
Creates or updates a person and schedules a survey email.
Why this helps
Customer check-ins often slip when there is no recurring moment to prepare and send them.
- Create a predictable monthly feedback routine.
- Use Ai ml api to analyze context provided to the automation.
- Schedule a survey email for selected customers in Delighted.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Delighted once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Ask Notis to analyze the customer context you provide and create or update selected people with a scheduled survey email.
- 4Choose the notis_cron schedule and a run report destination.
- 5Test with one real customer example before relying on the recurring run.
Questions about this workflow
How are customers selected?
The automation needs a defined customer list or selection context supplied to it. The setup does not add an unsupported Delighted filtering screen.
Can the workflow invent customer history?
No. Ai ml api can analyze context supplied to the automation, but any history or baseline must be available in that context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Delighted. A trigger fires from one place; an action lands in another.
Ai ml api triggers
Delighted actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Person to Autopilot Email
Adds a person to automated email surveys or updates their profile details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Person to Autopilot SMS
Adds a person to automated SMS surveys or updates their profile details.
Create or Update Person
Creates or updates a person and schedules a survey email.
Delete Pending Survey Requests
Cancels all pending survey requests for a person.
Delete Person
Permanently deletes a person and all associated data.
Get Autopilot Email Configuration
Retrieves the current email Autopilot configuration.
Get Autopilot SMS Configuration
Retrieves the current SMS Autopilot configuration.
List Autopilot SMS Memberships
Lists people enrolled in SMS Autopilot.
Connect any two apps with Notis in the middle.
Ai ml api and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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