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Generate a monthly customer cohort report

Turn a recurring export into a decision ready view of retention and revenue.

Trigger

Recurring schedule

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

Action

Execute Code

Execute python code in a sandbox and return any result, stdout, stderr, and error. use /home/user folder to write/read files. try to not use plt.show() as the code is executed remotely. use files for image/chart output instead.

Why this helps

Cohort analysis often slips because it requires several manual spreadsheet steps.

  • Standardize monthly reporting
  • Spot retention shifts by cohort
  • Create reusable charts and tables

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and Codeinterpreter in Notis once.
  • 2Create an automation describing the cohort calculations and required outputs.
  • 3Choose a monthly schedule trigger.
  • 4Select where run reports should go.
  • 5Test with one representative customer export.

Questions about this workflow

What fields are required?

Provide signup or start dates plus the revenue or activity fields needed for your cohort definition.

Can it create charts?

Yes. Ask it to save chart files instead of using interactive display calls.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 0CodeKit to Codeinterpreter. A trigger fires from one place; an action lands in another.

0CodeKit triggers

Codeinterpreter actions

Recurring trigger

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

TriggerScheduled

Create Sandbox

Create a sandbox to execute python code in a jupyter notebook cell. this is useful for agents to communicate, execute code, see output, read files, write files, etc. it's like you own personal computer, but in the cloud. use /home/user folder to write/read files.

ActionInstant

Webhook trigger

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

TriggerInstant

Execute Code

Execute python code in a sandbox and return any result, stdout, stderr, and error. use /home/user folder to write/read files. try to not use plt.show() as the code is executed remotely. use files for image/chart output instead.

ActionInstant

Get File

Get a file from the sandbox and returns the file. the files should be read from /home/user folder.

ActionInstant

Run Terminal Command

Run a command in the terminal and returns the stdout, stderr, and error code. use /home/user folder to write/read files.

ActionInstant

Upload File

Upload a file to the sandbox environment. the files should be uploaded to the /home/user folder.

ActionInstant

Connect any two apps with Notis in the middle.

0CodeKit and Codeinterpreter, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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