Review Bolna batch executions weekly
Know which outreach batches finished and which need a decision.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve batch execution list
Retrieve all executions from a batch
Why this helps
Batch campaigns become hard to reconcile after several busy days.
- Keep campaigns accountable
- Find incomplete batches
- Reduce spreadsheet reconciliation
Setup
Build it in a few focused steps.
- 1Connect Bolna in Notis once.
- 2Create an automation named Weekly Batch Review.
- 3Tell Notis to retrieve batch execution lists and summarize completion, failures, and recommended follow-ups.
- 4Pick a recurring schedule trigger and choose a report channel.
- 5Test with one real batch review.
Questions about this workflow
Can it review several batches?
Yes. Name the batches or selection criteria in the instruction.
Can the report be brief?
Ask for a short summary grouped by action needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Bolna. A trigger fires from one place; an action lands in another.
Outlook triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Delete an agent
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete batch by id
Delete a batch
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Fetch all batches by agent id
List all batches for agent
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Get all agents
List all agents
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get all phone numbers
List all phone numbers for your account
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Get execution by id
Retrieve specific execution by `execution id`
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Make a phone call from agent
Initiate calls
Retrieve agent by id
Retrieve an agent
Connect any two apps with Notis in the middle.
Outlook and Bolna, 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 Bolna.