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Make client escalations visible in Dailybot

Give an escalation a clear route to the people who can respond, with its supplied context in one message.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Send Message

This tool allows sending a message through dailybot to either specific users or channels/rooms. the message can include markdown formatting.

Why this helps

Escalation details can arrive through separate tools and be slow to relay to the people who need to act.

  • Bring supplied escalation details into Dailybot promptly.
  • Keep the alert focused on the client issue and context provided.
  • Reduce manual copying between systems.

Setup

Build it in a few focused steps.

  • 1Connect Dailybot once in the Notis portal and prepare the escalation details for the webhook request.
  • 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
  • 3In one instruction, describe how to summarize the supplied escalation and which Dailybot user or room should receive it.
  • 4Pick the HTTP request webhook trigger and choose where run reports go.
  • 5Test by starting the workflow with one real example escalation request.

Questions about this workflow

Where does the escalation information come from?

It comes from the details included in the HTTP request that starts the workflow.

Can the workflow infer missing client information?

No. Ask it to use only information supplied in the request and flag details that are missing.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Gmail to Dailybot. A trigger fires from one place; an action lands in another.

Gmail triggers

Dailybot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Find User by UUID

This tool allows you to find and retrieve information about a specific user in dailybot. it uses the provided user uuid to lookup the user and returns detailed information including the user's uuid, full name, image, username, occupation, birth date, chat platform data, and organization details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Find Workflow by Name

This tool allows users to find a specific workflow within dailybot by providing the workflow name. it returns detailed information including the workflow id, workflow name, workflow status, workflow type, created at, and updated at. it is especially useful to locate a workflow before running or modifying it.

ActionInstant

Email Sent

Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.

TriggerPolling

Get All Users

This tool retrieves a list of all users within the organization from dailybot. it doesn't require any input parameters other than authentication. the returned json contains user details including uuid, active status, full name, and organizational data.

ActionInstant

New Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

TriggerPolling

Get Workflows List

This tool retrieves a list of all workflows that the authenticated user has access to in dailybot. it can be executed independently with only the authentication required, and it supports optional pagination parameters (page, per page) to refine the response.

ActionInstant

Give Kudos to Users

This tool allows giving kudos to one or multiple users in dailybot. kudos can be given either on behalf of dailybot or the api key owner.

ActionInstant

Send Message

This tool allows sending a message through dailybot to either specific users or channels/rooms. the message can include markdown formatting.

ActionInstant

Connect any two apps with Notis in the middle.

Gmail and Dailybot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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