Audit SMS memberships weekly
See whether the right customers are enrolled in SMS feedback.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Autopilot SMS Memberships
Tool to retrieve all Autopilot memberships for SMS distribution platform. Use when you need to list people enrolled in Autopilot SMS or filter by specific person details.
Why this helps
SMS enrollment gaps can persist for weeks without a regular review.
- Finds missing enrollments
- Keeps SMS programs accountable
- Replaces manual list checks
Setup
Build it in a few focused steps.
- 1Connect Delighted once in Notis.
- 2Create an automation that lists SMS Autopilot memberships and summarizes notable coverage gaps.
- 3Choose notis_cron and set a weekly schedule.
- 4Select a report channel and test with one real run.
Questions about this workflow
Can the audit focus on certain people?
Ask Notis to filter using the person details available in the membership results.
Does it enroll anyone automatically?
No, it reports current memberships for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Delighted. A trigger fires from one place; an action lands in another.
Coda 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
Tool to add a person to Autopilot or update their properties for email-based surveys. Use when you need to enroll a person in scheduled email surveys or update their custom properties.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Person to Autopilot SMS
Tool to add a person to Autopilot or update their properties for SMS-based surveys. Use when you need to schedule automated survey delivery via SMS.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
Create or Update Person
Tool to create or update a person and schedule a survey email. Use when you need to add a new person to Delighted, update existing person details, or schedule a survey with custom properties for segmentation.
New Coda Document Trigger
Triggers when a new Coda document is created.
Delete Pending Survey Requests
Tool to remove all pending (scheduled but not yet sent) survey requests for a person. Use when you need to cancel all future surveys for a specific email address.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Delete Person
Tool to remove a person and all associated data from Delighted. Use when you need to permanently delete a person's information. Deletion includes surveys, responses, properties, Autopilot membership, survey history, and unsubscribe/bounce status.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Get Autopilot Email Configuration
Tool to retrieve the current Autopilot configuration for email distribution. Returns configuration details including whether Autopilot is active, survey frequency, and timestamps.
Get Autopilot SMS Configuration
Tool to retrieve the current Autopilot configuration for SMS distribution. Use when you need to check whether Autopilot is enabled, review survey frequency settings, or examine configuration timestamps for SMS surveys.
List Autopilot SMS Memberships
Tool to retrieve all Autopilot memberships for SMS distribution platform. Use when you need to list people enrolled in Autopilot SMS or filter by specific person details.
Connect any two apps with Notis in the middle.
Coda and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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