Put a concise call review where the team works
Have Notis check available recent call history and leave a short, useful follow-up summary on a Jira issue your team already tracks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Comment
Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.
Why this helps
Call activity takes time to review, and useful follow-up context can be hard to find later.
- Collect a recurring summary in a Jira issue the team already knows.
- Highlight follow-up items found in the available call history.
- Reduce the time spent scanning call records manually.
Setup
Build it in a few focused steps.
- 1Connect Callingly and Jira once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the scheduled call review.
- 3Tell Notis to summarize the available Callingly call history for the review period and comment on the designated Jira issue, noting follow-up items and their call details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review period and the Jira issue where the summary belongs.
Questions about this workflow
Does this include every call made during the period?
It can summarize the history available through the connected Callingly tools. Make the review period explicit in the instruction and check the first run.
Which Jira issue receives the summary?
Name or otherwise identify the existing issue in your instruction so the summary is posted in the right place.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Callingly to Jira. A trigger fires from one place; an action lands in another.
Callingly triggers
Jira actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Attachment
Uploads and attaches a file to a jira issue.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Comment
Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.
Add Watcher to Issue
Adds a user to an issue's watcher list by account id.
Assign Issue
Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.
Bulk Create Issues
Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Link Issues
Links two jira issues using a specified link type with optional comment.
Create Project
Creates a new jira project with required lead, template, and type configuration.
Connect any two apps with Notis in the middle.
Callingly and Jira, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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