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Notis

Review Agenty usage on a schedule

Have Notis fetch Agenty's available dashboard reports and usage on a schedule, then summarize the returned information for you.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get dashboard reports and usage

Tool to fetch account reports like pages used by agent, date, and product. use when analyzing usage over a date range.

Why this helps

Usage and account reports are easy to postpone when they require a separate dashboard visit.

  • Make account usage easier to review
  • Reduce context switching for recurring checks
  • Keep reports in a familiar channel

Setup

Build it in a few focused steps.

  • 1Connect Agenty once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and add its name and prompt.
  • 3Tell Notis to fetch Agenty dashboard reports and usage for the relevant date range and summarize the results.
  • 4Pick a recurring schedule and choose where run reports go.
  • 5Test with one real run and check the date range in the report.

Questions about this workflow

Can I specify a date range?

Yes. Include the date range you want Notis to request in the prompt.

Will it calculate a trend?

Not from a single report alone. Provide prior data or a baseline if you want comparisons over time.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Whatsapp to Agenty. A trigger fires from one place; an action lands in another.

Whatsapp triggers

Agenty actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Clone Agent by ID

Tool to clone an existing agent by its id. use when you need to duplicate an agent's configuration and optionally start the clone immediately.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Agent

Tool to create a new agent. use when you need to add an agent with configuration and optional auto-start.

ActionInstant

Message Status Updated

Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks

TriggerPolling

Get Agent Templates

Tool to fetch all public agent templates and sample agents. use when listing available templates for users to select.

ActionInstant

New Message Received

Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.

TriggerInstant

Delete Agent by ID

Tool to delete a single agent by its id. use when you need to permanently remove an agent after confirming it exists.

ActionInstant

Interactive Reply Received

Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.

TriggerInstant

Fetch all agents

Tool to fetch all active agents under an account. use after authenticating when you need to list agents with pagination and sorting.

ActionInstant

Message Template Status Update

Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.

TriggerInstant

Get Agent by ID

Tool to fetch details of a specific agent by its id. use when you need full agent configuration before taking further actions.

ActionInstant

Update Agent by ID

Tool to update an agent's configuration and settings by agent id. use when you need to modify an existing agent after retrieving its current settings. example: "update agent 123 with new name and tags."

ActionInstant

Create API Key

Tool to create a new api key. use when you need to provision access credentials for the api.

ActionInstant

Connect any two apps with Notis in the middle.

Whatsapp and Agenty, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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