Get a focused answer from campaign documents
Schedule a recurring check and ask Box a specific question about a campaign document, without reopening a long report yourself.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Ask question
Answers questions about files using their content.
Why this helps
Reviewing campaign documents for one result or decision can take time and pull you away from other work.
- Get a focused answer from a Box document on a schedule.
- Reduce repeated manual review of campaign reports.
- Keep the question and result in a Notis run report.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis which Box document to ask about and the specific campaign question to answer.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real campaign document and question.
Questions about this workflow
Can it summarize any ActiveTrail campaign data automatically?
It can ask a question using the context provided to the Box action. The workflow needs an accessible Box document containing the relevant data.
Can it compare performance with a previous period?
Only if the document or supplied context includes both periods. The workflow cannot assume historical data or a baseline that was not provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Box. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Box actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add classification to file
Adds a classification label to a file.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add classification to folder
Adds a classification label to a folder.
Add domain to list of allowed collaboration domains
Allows a domain for inbound, outbound, or two-way enterprise collaboration.
Add initial classifications
Sets up an enterprise’s initial classification options.
Add or update user avatar
Adds or updates a user’s avatar.
Add shared link to file
Adds a shared link to a file.
Add shared link to folder
Adds or updates a shared link to a folder.
Add shared link to web link
Adds a shared link to a web link.
Connect any two apps with Notis in the middle.
ActiveTrail and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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