Make Agenty usage reports easier to review
Let Notis retrieve Agenty dashboard reports for the period you specify and highlight the usage details you care about.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get dashboard reports and usage
Tool to fetch account reports like pages used by agent, date, and product. use when analyzing usage over a date range.
Why this helps
Usage data is easy to leave unchecked when gathering and interpreting it takes another round of manual work.
- Retrieve dashboard reports on a schedule.
- Summarize returned usage details in plain language.
- Review activity without manually preparing a report.
Setup
Build it in a few focused steps.
- 1Connect Agenty once in the Notis portal.
- 2Create an automation and name the usage review.
- 3Tell Notis which report dates or period to retrieve and which usage details to summarize.
- 4Choose a recurring schedule and select a report channel.
- 5Test with a real reporting period and review the first report.
Questions about this workflow
What information does the action return?
It fetches account reports such as pages used by agent, date, and product. Specify which of those details you want reviewed.
Can it compare usage to a target?
Only if you provide the target. The action does not supply your business goals or a historical baseline by itself.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Agenty. A trigger fires from one place; an action lands in another.
Hubspot triggers
Agenty actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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When this happens · Trigger
Do this · Action
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