Review monthly 7shifts operations data
Replace a blank monthly review with a focused list of what changed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Data
Tool to list data items in dovetail. use when you need to retrieve, filter, sort, or paginate through your workspace data after authentication. supports dovetail filters, sort syntax, and cursor-based pagination.
Why this helps
Monthly planning starts from memory instead of a consistent view of staffing and service data.
- Creates a dependable review rhythm
- Surfaces changes before planning meetings
- Reduces spreadsheet hunting
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Dovetail in the Notis portal.
- 2Create an automation describing the monthly review questions.
- 3Choose the notis_cron trigger and set the monthly schedule.
- 4Select a report channel for findings.
- 5Test with one completed month of data.
Questions about this workflow
Can the review focus on one location?
Yes. Name the location and criteria in the automation instruction.
Does this create a new Dovetail artifact?
The selected action retrieves data for analysis; you can pair it with a separate insight workflow to save conclusions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Dovetail. A trigger fires from one place; an action lands in another.
7shifts triggers
Dovetail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Channel
Tool to create a new channel in dovetail. use after confirming channel details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Create Insight
Tool to create a new insight in dovetail. use after synthesizing findings when ready to store them. example: "create insight 'q1 user trends' with body '...' for project 'proj 123'."
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
Delete Channel
Tool to delete an existing channel. use when you need to remove a channel and move it to the project's trash (restorable for 30 days). confirm the channel id before calling.
Delete Topic
Tool to delete an existing topic. use when you have confirmed the topic id and want to move it to trash (restorable for 30 days). example: "delete topic with id 123e4567-e89b-12d3-a456-426614174000."
Get Note
Tool to retrieve details of a specific note. use when you have confirmed the note id and need full note metadata from dovetail.
Connect any two apps with Notis in the middle.
7shifts and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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