Prepare for strategic account conversations each quarter
Use a quarterly schedule to retrieve a familiar Chatfai character for practice around a strategic customer conversation you select from Twenty.
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
Strategic account conversations can receive attention only when a deadline approaches, leaving little space to think through long-term goals.
- Make deliberate account conversations part of a quarterly rhythm.
- Practice around one selected customer goal at a time.
- Start with a known character instead of rebuilding the setup.
Setup
Build it in a few focused steps.
- 1Connect Twenty and Chatfai to Notis once through the portal.
- 2Create a quarterly scheduled automation in the portal or ask Notis for strategic account conversation practice.
- 3In one plain-language instruction, ask Notis to retrieve the chosen public character and frame practice around the strategic account context you provide.
- 4Choose a quarterly schedule and a channel for run reports.
- 5Test with one current strategic account conversation goal.
Questions about this workflow
Does Notis automatically review strategic accounts in Twenty?
No Twenty trigger event is available. Provide the account context and goal for each practice session.
Can this run less often than monthly?
Yes. Choose the quarterly cadence in the Notis schedule.
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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