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Include chatbot engagement in your organization review

See conversation trends for selected agents alongside the organization changes you review on a schedule.

Trigger

Recurring schedule

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

Action

Get Conversation Analytics

Retrieves conversation totals and engagement metrics for a project.

Why this helps

Usage trends and organization changes can be disconnected from the decisions they may inform.

  • Bring engagement metrics into an existing review.
  • Spot changes that may merit a closer look.
  • Keep metrics and audit context in one report.

Setup

Build it in a few focused steps.

  • 1Connect Anthropic administrator and CustomGPT once in Notis.
  • 2Create an automation and state which agents and review period to include.
  • 3Choose a recurring schedule as the trigger.
  • 4Choose a report destination.
  • 5Test with one known agent and a defined analytics period.

Questions about this workflow

Does the report establish why conversations changed?

No. It provides conversation analytics alongside the audit context; it cannot establish causation on its own.

What period does it analyze?

Specify the desired period in your instruction and confirm the available analytics supports it.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Anthropic administrator to Customgpt. A trigger fires from one place; an action lands in another.

Anthropic administrator triggers

Customgpt actions

Recurring trigger

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

TriggerScheduled

Delete CustomGPT Project

Permanently deletes a project.

ActionInstant

Webhook trigger

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

TriggerInstant

Activate Persona Version

Restores a previous persona version as active and adds a new history entry; requires Custom plan.

ActionInstant

Delete CustomGPT Project License

Deletes a license from a project.

ActionInstant

Add Source to Project

Adds a source to an agent’s knowledge base; indexing begins immediately.

ActionInstant

Get Project License

Retrieves a license for a specific project.

ActionInstant

Clone CustomGPT Project

Clones an agent, including its knowledge base, persona, and settings.

ActionInstant

Get Project Settings

Retrieves the settings for a project.

ActionInstant

Create Conversation

Creates a conversation session for an agent.

ActionInstant

Connect any two apps with Notis in the middle.

Anthropic administrator and Customgpt, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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