Start the day with a Callingly activity brief
Have Notis gather Callingly call records on a schedule and summarize the activity returned, so you can review the day without a manual search.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Calls
Tool to list calls. use when you need to retrieve multiple call records with optional filters such as date range, team, and pagination after identifying the need for a collection of calls.
Why this helps
Checking call history across time periods takes attention away from lead follow-up and other work.
- Review call activity without manually opening call history.
- Get a scheduled summary based on returned call records.
- Send run reports to a channel you already use.
Setup
Build it in a few focused steps.
- 1Connect Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe the outcome: list calls for the period and filters I specify, then summarize the returned records in a concise activity brief.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real reporting period and review the returned calls and summary.
Questions about this workflow
Can the brief include any call metric I want?
It can summarize fields present in the returned call records. If a metric or baseline is not returned, provide it in your instruction or leave it out.
Can I filter by team or date range?
The List Calls action supports optional filters such as date range and team. State the filters you want in your prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Callingly. A trigger fires from one place; an action lands in another.
Google Sheets 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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".
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
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.
Google Sheets and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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