Keep useful campaign insights with candidate records
Review the campaign result data available to Notis on a schedule, then add a concise note to a clearly matched Ashby candidate when there is a useful finding.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Candidate Note
Add a note to a candidate’s profile.
Why this helps
Campaign outcomes and candidate context can live in separate places, making patterns harder to use during hiring decisions.
- Surface relevant campaign findings alongside candidate context.
- Turn available result data into a concise note.
- Avoid unsupported conclusions when the data is incomplete.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Ashby once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Ask Notis to review the available campaign results and add only supported findings to clearly matched candidate notes.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real campaign result and candidate match.
Questions about this workflow
What campaign results can this use?
Only results made available through the connected ActiveTrail capability. If a baseline or candidate match is missing, the workflow should say so.
Will it add a note for every candidate?
It should add a note only when there is a relevant supported finding and an unambiguous candidate match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Ashby. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Ashby actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Candidate to Project
Add a candidate to a recruiting project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Candidate Tag
Add an existing tag to a candidate’s profile.
Add Hiring Team Member
Assign a team member to a hiring team.
Add User to Interviewer Pool
Add a user to a pool of interviewers.
Add Opening Job
Link an existing job to a job requisition.
Add Opening Location
Associate a location with an existing job requisition.
Anonymize Candidate
Irreversibly anonymizes a candidate’s personal data; all applications must be archived or hired.
Approve Offer
Approve an offer or a specific step in its approval process.
Connect any two apps with Notis in the middle.
ActiveTrail and Ashby, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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