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Schedule Dialpad reports from AI findings

When an AI workflow detects a reporting need, create a recurring Dialpad report instead of leaving it as a reminder to do later.

Trigger

Webhook received

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

Action

Create schedule reports endpoint

Creates a schedule for recurring reports.

Why this helps

A reporting task identified during analysis can disappear before anyone schedules it.

  • Turn reporting needs into scheduled Dialpad reports.
  • Reduce forgotten manual reporting setup.
  • Use report type and delivery details supplied in the request.

Setup

Build it in a few focused steps.

  • 1Connect Ai ml api and Dialpad once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
  • 3Ask Notis to create a Dialpad scheduled report using only the report details and schedule supplied in the request.
  • 4Choose a webhook trigger, then choose where run reports should go.
  • 5Test with one real report request.

Questions about this workflow

Can the AI choose a report schedule?

Only if your workflow supplies a schedule or your instruction defines one. The source has no trigger events that expose a reporting schedule.

Which reports are supported?

The action description supports various communication data reports, including call logs, user statistics, and voicemails. Confirm the requested report type is supported by the connected action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ai ml api to Dialpad. A trigger fires from one place; an action lands in another.

Ai ml api triggers

Dialpad actions

Recurring trigger

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

TriggerScheduled

Access control policies listing

View a company's access control policies.

ActionInstant

Webhook trigger

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

TriggerInstant

Add blocked phone numbers

Add phone numbers to the blocked list to prevent calls or messages from them.

ActionInstant

Add department operator by id

Add an operator to a department.

ActionInstant

Add member to channel

Add a user to a channel.

ActionInstant

Add member to coaching team

Add a member to a coaching team.

ActionInstant

Add operator to call center

Add an operator to a call center.

ActionInstant

Add operator to office

Add an operator to an office.

ActionInstant

Add participant to call

Add someone to an ongoing call.

ActionInstant

Connect any two apps with Notis in the middle.

Ai ml api and Dialpad, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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