Keep an approved admin cohort in email feedback
Use a recurring review to keep a chosen group eligible for scheduled Delighted email surveys.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Person to Autopilot Email
Adds a person to automated email surveys or updates their profile details.
Why this helps
Manually maintaining a feedback cohort takes repeated list checks and follow-up.
- Review the chosen cohort on a predictable schedule.
- Update Delighted email Autopilot properties for eligible people.
- Keep cohort criteria explicit in the automation instruction.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Delighted once in the Notis portal.
- 2Create an automation and describe the cohort review and enrollment outcome in one instruction.
- 3Name the cohort source or eligibility criteria in that instruction; Notis does not provide a preset filter builder.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real cohort example and confirm the intended people are eligible before relying on recurring runs.
Questions about this workflow
Does the workflow invent which Anthropic members belong in the cohort?
No. Specify the cohort source or eligibility criteria in the instruction. If the required member data is unavailable, Notis should report that rather than assume.
What does the Delighted action do?
It adds a person to email Autopilot or updates their properties for email-based surveys.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Delighted. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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