Review Callingly agents every week
Keep agent coverage visible before it becomes a problem.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Users
Tool to retrieve a list of agents. use when you need to see all agents available under the authenticated account, optionally filtering by a specific client account.
Why this helps
Roster gaps are easy to miss when agent lists are checked only during urgent staffing changes.
- Creates a regular staffing checkpoint
- Highlights coverage concerns early
- Reduces ad hoc roster checks
Setup
Build it in a few focused steps.
- 1Connect Callingly in Notis.
- 2Create an automation describing the weekly agent roster review.
- 3Choose a Notis cron trigger and set the desired schedule.
- 4Choose where reports should go.
- 5Test one run and confirm the roster summary is actionable.
Questions about this workflow
Can the report focus on a client?
Yes. State the client scope in the prompt when the Callingly list supports that filter.
Does this change agents?
No. It produces a scheduled review of the current agent list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Callingly. A trigger fires from one place; an action lands in another.
Fireflies triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Activate/Deactivate Client Account
Tool to activate or deactivate a client account. use when you need to toggle client access after onboarding or offboarding. example: "activate client 123" or "deactivate client 456".
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to register an agent in callingly after gathering their account id and contact details.
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Create Webhook
Tool to create a new webhook for call or lead events. use when you need to receive real-time notifications on specific events. example: "create a webhook for call completed events to http://example.com/callback".
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Delete Client
Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.
Connect any two apps with Notis in the middle.
Fireflies and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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