Review weekly execution details for recruiting agents
Spot recurring call flow issues before they become recruiting bottlenecks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve agent execution details
Retrieve specific execution by an agent
Why this helps
Execution details are useful only when someone has time to review them across the week.
- See recurring execution issues
- Keep operational review on the calendar
- Give the team a concise follow-up list
Setup
Build it in a few focused steps.
- 1Connect Bolna in Notis once.
- 2Create a new automation and name the workflow.
- 3Tell Notis to retrieve the relevant Bolna agent execution details for the past week and summarize notable patterns and follow-ups.
- 4Choose a weekly Notis schedule as the trigger.
- 5Choose a report channel, then test with one scheduled run.
Questions about this workflow
Can the report cover several agents?
Yes. Name the agents or describe how to identify the relevant set.
Can Notis compare with an earlier week?
Only if you provide the earlier report or another baseline in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Bolna. A trigger fires from one place; an action lands in another.
Workday triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Delete an agent
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete batch by id
Delete a batch
Absence Balance Changed
Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.
Fetch all batches by agent id
List all batches for agent
Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
Get all agents
List all agents
Interview Feedback Submitted or Updated
Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.
Get all phone numbers
List all phone numbers for your account
Job Posting Changed
Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.
Get execution by id
Retrieve specific execution by `execution id`
Job Posting Questionnaire Changed
Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.
Make a phone call from agent
Initiate calls
New Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
Retrieve agent by id
Retrieve an agent
Connect any two apps with Notis in the middle.
Workday and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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