Close the month with a clear work summary
See the work captured in your records without assembling the summary by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Visual SQL SELECT
Read rows from a database table.
Why this helps
Month-end reviews take longer when useful project and task details must be gathered from several places.
- Condense returned records into a readable summary
- Use consistent review questions each month
- Reduce manual compilation
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and AppDrag once in Notis.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3In one instruction, ask Notis to query your AppDrag SELECT function and summarize the returned work using your month-end questions.
- 4Choose a monthly schedule and where run reports should go.
- 5Test the query and summary with one run before relying on the report.
Questions about this workflow
Will the summary include work not stored in AppDrag?
No. It is based on the records returned by the configured function. Include another source in your instruction if you need broader coverage.
Can I choose the reporting questions?
Yes. State the questions or sections you want Notis to answer using the returned data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Appdrag. A trigger fires from one place; an action lands in another.
Acculynx triggers
Appdrag actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Execute Cloud Backend function via DELETE
Executes a cloud backend function in the default environment.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Execute Preprod Function (DELETE)
Executes a backend function in the preproduction environment for testing or validation.
Execute PROD API Function (GET)
Executes a backend function in the production environment.
Execute Dev Function (PATCH)
Executes a backend function in the development environment.
Execute Cloud Backend function via POST
Executes a cloud backend function in the default environment.
Execute Function POST (Preprod Env)
Executes a cloud backend function in the preproduction environment.
Execute Cloud Backend function via PUT (default)
Executes a cloud backend function in the default environment.
Execute Cloud Backend function via PUT (preprod)
Executes a cloud backend function in the preproduction environment.
Connect any two apps with Notis in the middle.
Acculynx and Appdrag, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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