Make conversation recaps easier to act on
See what happened, who the roleplay character is, and what to do next in one compact report.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Get Public Character By ID
Tool to retrieve a public character by its id. use when you need to fetch details of a single public character by providing its unique id.
Why this helps
Recaps lose value when context, interpretation, and next steps are split across separate tools.
- Keep context with the recap
- Make next steps easier to spot
- Reduce manual summarizing after conversations
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Chatfai once in the Notis portal.
- 2Create an automation named Character conversation recap.
- 3Tell Notis to retrieve the supplied Chatfai character from each new note and write a recap with context, notable details, and suggested next steps.
- 4Pick the Pipedrive New Note Received trigger and choose where run reports go.
- 5Test with one real conversation note.
Questions about this workflow
Can it infer missing facts?
No. Ask it to mark information as missing when the note or character response does not provide it.
Where will the recap appear?
It goes to the run report channel you select during automation setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Chatfai. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Chatfai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Public Character By ID
Tool to retrieve a public character by its id. use when you need to fetch details of a single public character by providing its unique id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
New Note Received Trigger
Triggered when a new note is created in Pipedrive
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Connect any two apps with Notis in the middle.
Pipedrive and Chatfai, 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 Chatfai.