Make weekly pipeline practice easier to start
Let Notis retrieve your selected Chatfai character on a weekly schedule, ready for a short practice session around the opportunities you choose 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
Pipeline review can end with a list of important conversations but no time or energy left to practice them.
- Give conversation practice a predictable place in the week.
- Use selected pipeline priorities to focus each rehearsal.
- Avoid starting each session by searching for a practice character.
Setup
Build it in a few focused steps.
- 1Connect Twenty and Chatfai to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to prepare a weekly pipeline practice prompt.
- 3Write one plain-language instruction telling Notis to retrieve your chosen public character and frame a short rehearsal around the priority opportunities you provide.
- 4Choose a weekly schedule and a channel for run reports.
- 5Run one real weekly example and confirm the character lookup supports your intended practice.
Questions about this workflow
Does this workflow read my pipeline automatically?
Not from a Twenty trigger. Provide the opportunity context through your Notis instruction or the context available to the automation.
How often does it run?
It runs on the recurring schedule you choose in Notis, such as once each week.
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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