Gather meeting details before project conversations
Give yourself one preparation report that pairs upcoming meeting details with the project information available for each conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Fetch Meeting Details
Fetches meeting details for a specified time period.
Why this helps
Preparing for a project meeting can require switching between calendar details and job records just to rebuild the context.
- Gather meeting details and project context into a single run report.
- Reduce manual searching before project conversations.
- Flag meetings with insufficient context for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Acculynx and CalendarHero once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for meeting preparation.
- 3Tell Notis to fetch CalendarHero meeting details for the upcoming period, match them to available Acculynx job context, and report a concise preparation summary.
- 4Choose a recurring schedule, specify the period in the instruction, and select a run report destination.
- 5Test with one real period using ISO 8601 start and end datetimes.
Questions about this workflow
What time window does CalendarHero meeting details require?
The action is intended for a specified timeframe. Give Notis clear ISO 8601 start and end datetimes in the instruction.
Will this update meeting records?
No. It fetches meeting details and uses the available project context to prepare a report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Calendarhero. A trigger fires from one place; an action lands in another.
Acculynx triggers
Calendarhero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Calendar Connection
Adds a calendar connection to organize meeting types.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact.
Create Meeting Request V2
Creates a meeting request with participants and scheduling details.
Fetch Contact
Retrieves a contact.
Create Webhook
Creates or updates a webhook to receive event notifications.
Fetch Meeting Details
Fetches meeting details for a specified time period.
Delete Contact
Permanently deletes a contact.
Fetch User Profile
Fetches the authenticated user's profile details.
Connect any two apps with Notis in the middle.
Acculynx and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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