Choose one customer conversation to prepare for this week
Use a Monday schedule to retrieve a familiar practice character and focus on one customer conversation from your Twenty priorities.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
A long list of customer tasks can make it hard to decide which conversation deserves attention first.
- Pair weekly planning with a small, concrete practice step.
- Focus attention on one selected conversation.
- Begin the week with a useful next action instead of an open-ended review.
Setup
Build it in a few focused steps.
- 1Connect Twenty and Chatfai to Notis once through the portal.
- 2Create a Monday scheduled automation in the portal or ask Notis to prepare a weekly customer conversation focus.
- 3In one plain-language instruction, ask Notis to retrieve your selected public character and frame a short practice around the customer context you provide.
- 4Choose a Monday schedule and reporting channel.
- 5Test once using a real customer priority for the coming week.
Questions about this workflow
Will the automation pick a priority from Twenty?
No Twenty trigger event is available. Select the priority and make its context available to Notis.
Can I choose when it runs?
Yes. Set the weekly schedule and run-report channel when creating the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Twenty to Chatfai. A trigger fires from one place; an action lands in another.
Twenty 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.
Connect any two apps with Notis in the middle.
Twenty and Chatfai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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