Make monthly company review easier to begin
A short, regular look at your company directory can help keep important relationships visible without requiring a full CRM cleanup session.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Companies
Tool to list companies in the workspace. use when you need a paginated overview of companies, optionally filtered.
Why this helps
Company records can become background noise when the only review happens during a larger project.
- Creates a calm recurring checkpoint for company context.
- Makes a directory review easier to start in small steps.
- Keeps the company list visible outside active deal work.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Folk to Notis once through the portal.
- 2Create an automation in the portal or ask Notis conversationally to provide a monthly Folk company overview.
- 3Describe the desired concise company list in one plain-language instruction, including any useful filters.
- 4Select a recurring monthly schedule as the trigger and choose a channel for run reports.
- 5Review the first scheduled result and refine your instruction if needed.
Questions about this workflow
Can the overview be focused?
Yes. Describe an optional filter or the subset you want in the automation instruction.
Does this clean or modify the company directory?
No. It provides a list for you to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Folk. A trigger fires from one place; an action lands in another.
Telegram triggers
Folk actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Company
Tool to create a new company in the workspace. use after gathering all required company details and ensuring the name is unique.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Company
Tool to delete a company from the workspace (irreversible). use after confirming this company should be removed.
New Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
Delete Person
Tool to delete an existing person in the workspace (irreversible). use after confirming this person should be permanently removed.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
List Companies
Tool to list companies in the workspace. use when you need a paginated overview of companies, optionally filtered.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Get Company
Tool to retrieve an existing company by its id. use after authentication has been verified.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
Get Current Workspace User
Tool to get details of the current authenticated workspace user. use after authentication to retrieve the user's profile information.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
Get Person
Tool to retrieve an existing person by their id. use when you need full profile details of a person by their unique identifier.
List Group Custom Fields
Tool to list custom fields for a specific group and entity type. use after selecting a group and entity type to inspect available custom fields.
Connect any two apps with Notis in the middle.
Telegram and Folk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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