Keep a usable team directory close to credential work
Get a scheduled view of Dailybot users, with a concise summary shaped around the credential follow-up your team needs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Users
Retrieves users in the authenticated DailyBot organization.
Why this helps
Finding the right person for credential follow-up can mean searching through separate tools and stale notes.
- Retrieve the users available in the connected Dailybot organization.
- Summarize returned user and organization details for a stated follow-up purpose.
- Make a recurring directory review available in a chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Dailybot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the directory review.
- 3Tell Notis to retrieve Dailybot users and summarize only details relevant to credential follow-up, using Accredible information only when available.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test one run and check that the output is useful and appropriately scoped.
Questions about this workflow
Does this create or update user records?
No. The selected action retrieves a list of users. It does not create or update Dailybot profiles.
Can the directory match every user to an Accredible recipient?
Only when the available data contains a reliable identifier for both systems. If the match information is missing, ask Notis to say so rather than infer a match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Dailybot. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Dailybot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Find User by UUID
Retrieves a DailyBot user's details by UUID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Check-in
Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.
Find Workflow by Name
Finds DailyBot workflows by name.
Get All Users
Retrieves users in the authenticated DailyBot organization.
Give Kudos to Users
Gives kudos to one or more DailyBot users.
Send Message
Sends a message to DailyBot users or channels.
Connect any two apps with Notis in the middle.
Accredible certificates and Dailybot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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