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Notis

Check Callingly team membership from a new slide

Compare planning decisions with the team roster before calls are routed.

Trigger

New Slide Added

Fires when a new slide is added to a Google Slides presentation.

Action

List Team Users

Tool to retrieve a list of agents associated with a specific team. use when you need to inspect the team's users before further agent management tasks.

Why this helps

A staffing slide can expose a roster mismatch, but checking the live team manually takes extra steps.

  • Surfaces membership mismatches
  • Speeds staffing checks
  • Supports cleaner handoffs

Setup

Build it in a few focused steps.

  • 1Connect Google Slides and Callingly in Notis.
  • 2Create an automation named Slide Team Membership Check.
  • 3Tell Notis to identify the referenced team, list its Callingly users, compare them with the slide, and summarize additions, removals, or uncertain matches.
  • 4Pick the Google Slides New Slide Added trigger and select a report destination.
  • 5Test with a staffing slide naming one Callingly team.

Questions about this workflow

Does this change team membership?

No, it only retrieves and compares the current user list.

What if the team id is missing?

Notis can search using the team name if available, or report that identification is needed.

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.

TriggerScheduled

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".

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

New Slide Added

Fires when a new slide is added to a Google Slides presentation.

TriggerPolling

Create Outbound Call

Tool to create a new outbound call record. use after gathering call and lead details.

ActionInstant

Create Client

Tool to create a new client. use when adding a new client to your callingly account.

ActionInstant

Create Team

Tool to create a new team. use when setting up a team configuration before adding agents.

ActionInstant

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".

ActionInstant

Delete Agent

Tool to delete an agent. use when permanently removing an agent after confirming the agent id.

ActionInstant

Delete Client

Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.

ActionInstant

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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