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Notis

Keep an eye on unusual AimTell delivery changes

A scheduled investigation prompt helps you notice delivery changes and decide who needs follow-up.

Trigger

Recurring schedule

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

Action

Create Task

Creates a task to track a to-do item.

Why this helps

A delivery shift can be overlooked when nobody has a consistent reminder to compare results with normal performance.

  • Prompt a consistent delivery review
  • Use a baseline or threshold you define
  • Make investigation and follow-up visible

Setup

Build it in a few focused steps.

  • 1Connect AimTell and Close once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
  • 3Describe the outcome: create a Close task to review AimTell delivery and investigate changes against the baseline or threshold you provide.
  • 4Choose a recurring Notis schedule and select where run reports should go.
  • 5Test by running once and confirm the task names the comparison you want to make.

Questions about this workflow

Will Notis detect an anomaly from AimTell automatically?

No AimTell analytics retrieval is listed. The workflow creates a review task; provide a baseline and inspect the analytics when completing it, or supply results through another supported input.

What baseline should I use?

Choose a meaningful comparison for your campaigns, such as a prior period or target you already track. The workflow cannot establish a historical baseline that was not supplied.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

AimTell triggers

Close actions

Recurring trigger

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

TriggerScheduled

Create SMS Message

Creates an SMS activity to log a sent, received, or draft message.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Call

Creates a record of an inbound or outbound call.

ActionInstant

Create Email

ActionInstant

Create Lead

Creates a new lead in the sales pipeline.

ActionInstant

Create Task

Creates a task to track a to-do item.

ActionInstant

Delete Call

Deletes a call record; this action cannot be undone.

ActionInstant

Get Notes

Retrieves recorded notes.

ActionInstant

Get Contact

Retrieves a contact by ID.

ActionInstant

Connect any two apps with Notis in the middle.

AimTell and Close, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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