Close the month with a Crisp follow-up review
Set one recurring checkpoint to revisit customer threads before the month rolls over.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create item
Creates a new item on a monday.com board, optionally assigning it to a group and setting column values.
Why this helps
Small unresolved follow-ups can linger when there is no routine moment to review them.
- Create a predictable customer follow-up closeout checkpoint.
- Bring lingering conversations into view for a decision.
- Reduce the odds that small commitments stay open indefinitely.
Setup
Build it in a few focused steps.
- 1Connect Crisp and Monday to Notis once through the portal.
- 2Create an automation in the portal, or ask Notis conversationally.
- 3Give one instruction asking Notis to review accessible Crisp follow-ups and create a Monday month-end audit item for conversations that still need a final check.
- 4Choose a monthly schedule trigger and a channel for run reports.
- 5Review the first audit item against a real month-end follow-up.
Questions about this workflow
Will it automatically close conversations?
No. It creates a Monday audit task for your team to review.
Can I specify what counts as needing a final check?
Yes. Describe that criterion in the plain-language instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Crisp to Monday. A trigger fires from one place; an action lands in another.
Crisp triggers
Monday actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add users to board
Adds users to a monday.com board with a specified role.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive board
Archives a specified, existing, and unarchived board in monday.com; archived boards can typically be restored later.
Archive item
Archives an existing monday.com item, moving it from active board views to the archive where it can be potentially restored.
Change simple column value
Changes a specific column's value for a monday.com item using a simple string, suitable for text, status, or dropdown columns; can create new labels if `create labels if missing` is true for status/dropdown columns.
Create a Monday board
Creates a monday.com board; `template id` if used must be accessible, and `folder id` must be in `workspace id` if both are provided.
Create column
Creates a new column with a specified type and title on a monday.com board.
Create group
Creates a new group with the given `group name` on an existing monday.com board, identified by its `board id`.
Create item
Creates a new item on a monday.com board, optionally assigning it to a group and setting column values.
Connect any two apps with Notis in the middle.
Crisp and Monday, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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