Start each day with a Callingly call review
Get a focused activity summary before the day's priorities compete for attention.
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
Important call outcomes are scattered across records and easy to miss during a busy morning.
- Highlights follow-up needs
- Creates a repeatable morning review
- Reduces missed outcomes
Setup
Build it in a few focused steps.
- 1Connect Callingly in Notis.
- 2Create an automation named Daily Call Review.
- 3Tell Notis to list the previous day's Callingly calls, summarize outcomes, and highlight records needing follow-up.
- 4Pick a Notis cron trigger with your preferred schedule and timezone.
- 5Choose where reports go and test with one real run.
Questions about this workflow
Can the schedule use a specific timezone?
Yes, choose the schedule and timezone when creating the Notis cron trigger.
Can it review a team only?
Tell Notis to apply a supported team filter when listing calls.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Callingly. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
Google Slides and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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