Send a daily CommCare report menu summary
Give operators a quick morning reference to the reports available in CommCare.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Reports
Tool to retrieve available reports configured in a CommCare project. Use when you need to discover what reports exist before downloading report data via the Download Report Data API.
Why this helps
Teams lose time searching report menus before they can start routine checks.
- Reduce morning searching
- Make report discovery approachable
- Deliver a predictable digest
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and CommCare in Notis once.
- 2Create an automation named Daily Report Menu.
- 3Tell Notis to list available reports and summarize each one in plain language for operators.
- 4Pick notis_cron and set a daily schedule.
- 5Choose the delivery channel and test with one morning run.
Questions about this workflow
Does the summary include live metrics?
No. It summarizes configured report availability, not report row data.
Can I tailor the audience?
Yes. State the intended operator audience in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to CommCare. A trigger fires from one place; an action lands in another.
0CodeKit triggers
CommCare actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Lookup Table
Tool to create a new lookup table in a CommCare domain. Use when you need to set up reference data structures like product catalogs, price lists, or configuration tables. Requires 'Edit Apps' permission.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Web User Invitation
Tool to create an invitation for a new web user in CommCare. Use when you need to invite a user with specific role and permissions. Requires 'Edit Web Users & Edit Access API' permissions.
List Reports
Tool to retrieve available reports configured in a CommCare project. Use when you need to discover what reports exist before downloading report data via the Download Report Data API.
Single Sign On
Tool to validate login credentials and retrieve user profile for a mobile worker or web user. Use when you need to authenticate a user and obtain their profile information including roles, permissions, locations, and configuration details.
Submit Form to CommCare
Tool to submit an XForm to CommCare following the OpenRosa standard. Use when you need to submit form data with complete XML including required metadata fields (deviceID, timeStart, timeEnd, username, userID, instanceID).
Submit Form ODK Compatible
Tool to submit form data using ODK-compatible endpoint for Android client compatibility. Use when submitting XForm data to CommCare. Requires properly formatted XML with metadata including unique instanceID.
Connect any two apps with Notis in the middle.
0CodeKit and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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