Use past Beeminder goals to inform your next document workflow
Past goals can reveal recurring commitments. Review them on a schedule and carry useful themes into the next ActiveMerge template or document plan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Archived Goals
Lists a user's archived goals.
Why this helps
Past commitments are easy to forget when drafting a new agreement or planning document.
- Bring archived goal history into a scheduled review.
- Identify recurring commitment themes for document planning.
- Get a compact summary without reopening old records manually.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Beeminder once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3Tell Notis to summarize archived Beeminder goal themes on a schedule for consideration during ActiveMerge document planning.
- 4Pick the recurring schedule trigger and choose where run reports go.
- 5Test with one real example and confirm the summary reflects the archived goals returned.
Questions about this workflow
Can the workflow tell whether an archived goal was completed successfully?
The available action retrieves archived goals. Any status or history beyond the returned data must be supplied by the user; the workflow should not infer missing outcomes.
Does it edit ActiveMerge templates?
No. This workflow returns a summary for planning. The listed Beeminder action does not edit ActiveMerge documents or templates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Beeminder. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Beeminder actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate and Redirect User
Authenticates a user and redirects them to a URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Charge
Creates a charge for a user outside of goal pledges.
Get all goals
Lists all goals for a user.
Get Archived Goals
Lists a user's archived goals.
Get Beeminder User Information
Retrieves information about a user.
Connect any two apps with Notis in the middle.
ActiveMerge and Beeminder, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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