Audit Delighted people from a cohort task
Review the customer records behind a cohort without breaking focus.
Trigger
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
Action
List People
Tool to retrieve all people for your account in creation order. Use when you need to list contacts, filter by email or phone number, or paginate through your people database. Supports cursor-based pagination via Link header and optional time-based filtering. Note: email and phone_number filters are mutually exclusive.
Why this helps
Cohort audits stall when contact records require a separate manual lookup.
- Creates a current contact snapshot
- Supports email or phone filters
- Keeps audit work attached to a task
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Delighted in Notis.
- 2Create an automation named Delighted people audit.
- 3Tell Notis to list Delighted people using the cohort, email, phone, or time filters stated in the task.
- 4Pick Task Updated as the trigger and choose a report channel.
- 5Test with one audit task.
Questions about this workflow
Can the results be paginated?
Yes. Delighted supports cursor-based pagination for people results.
Can Notis filter by email or phone?
Yes. Include the desired filter in the task or automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Delighted. A trigger fires from one place; an action lands in another.
Google Tasks triggers
Delighted actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Person to Autopilot Email
Tool to add a person to Autopilot or update their properties for email-based surveys. Use when you need to enroll a person in scheduled email surveys or update their custom properties.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Person to Autopilot SMS
Tool to add a person to Autopilot or update their properties for SMS-based surveys. Use when you need to schedule automated survey delivery via SMS.
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Create or Update Person
Tool to create or update a person and schedule a survey email. Use when you need to add a new person to Delighted, update existing person details, or schedule a survey with custom properties for segmentation.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Delete Pending Survey Requests
Tool to remove all pending (scheduled but not yet sent) survey requests for a person. Use when you need to cancel all future surveys for a specific email address.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Delete Person
Tool to remove a person and all associated data from Delighted. Use when you need to permanently delete a person's information. Deletion includes surveys, responses, properties, Autopilot membership, survey history, and unsubscribe/bounce status.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Get Autopilot Email Configuration
Tool to retrieve the current Autopilot configuration for email distribution. Returns configuration details including whether Autopilot is active, survey frequency, and timestamps.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
Get Autopilot SMS Configuration
Tool to retrieve the current Autopilot configuration for SMS distribution. Use when you need to check whether Autopilot is enabled, review survey frequency settings, or examine configuration timestamps for SMS surveys.
List Autopilot SMS Memberships
Tool to retrieve all Autopilot memberships for SMS distribution platform. Use when you need to list people enrolled in Autopilot SMS or filter by specific person details.
Connect any two apps with Notis in the middle.
Google Tasks and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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