Review your project portfolio in one weekly brief
Have Notis gather the project status and changes it can access, then give the team a scannable weekly overview.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Message
Sends a message to DailyBot users or channels.
Why this helps
Portfolio reviews take extra effort when project context is spread across individual records.
- Bring available project context into one overview.
- Call out changes without restating every record.
- Help the team prepare for a portfolio discussion.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Dailybot once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Ask Notis in one instruction to summarize accessible project status and changes for a weekly Dailybot brief.
- 4Choose a weekly Notis schedule and report destination.
- 5Run one brief and check it against the source project records.
Questions about this workflow
Can it report historical changes?
Only if AccuLynx provides the relevant history to the connected integration or your request includes it.
Can the summary cover every project?
It can cover projects available to the connected account and within any limits you specify.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Dailybot. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Dailybot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dailybot.