Reconcile Callingly team users from planning slides
Move approved staffing changes from a deck into the right Callingly team.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Update Team Users
Tool to update the list of agents assigned to a team. use when reassigning team members before call dispatch.
Why this helps
Team assignment updates are easy to postpone when they are written in a presentation instead of the calling system.
- Keeps team assignments current
- Reduces forgotten admin work
- Reports the resulting roster
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Callingly in Notis.
- 2Create an automation named Slide Team Assignment.
- 3Tell Notis to detect an approved team user list in each new slide, identify the team, update its Callingly users, and report any missing agent ids.
- 4Pick the Google Slides New Slide Added trigger and choose a report channel.
- 5Test with a slide showing the intended complete team roster.
Questions about this workflow
Can the slide represent the full roster?
Yes, instruct Notis to treat it as the complete intended list only when the slide says so.
What prevents accidental changes?
Require an approval marker or explicit instruction in the slide before updating.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Callingly.