Make a campaign recap easy to share and revisit
Turn a results request into a readable recap with the findings, caveats, and follow-up questions in one doc.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create doc
Creates a new document, optionally by copying an existing one.
Why this helps
Campaign reporting can be hard to share when findings are scattered across dashboards and ad hoc notes.
- Create a shareable results recap
- Keep caveats and open questions visible
- Give future campaign reviews a useful reference
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Coda once in Notis.
- 2Create an automation and describe the recap document you want.
- 3Ask Notis to use the webhook request context and available ActiveTrail results to create a Coda doc with findings, caveats, and follow-up questions.
- 4Choose the webhook trigger and where run reports go.
- 5Test with one real campaign results request.
Questions about this workflow
Can the recap include a comparison to an earlier campaign?
Yes, if the earlier campaign data is available through ActiveTrail or supplied in the request.
Will this publish or email the recap?
No. The selected action creates a Coda document. Sharing or sending it requires a separate step.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Coda. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Coda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a category for pack
Adds a publishing category to a pack.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a maker for pack
Adds contributors to a Pack’s public listing.
Add a permission for pack
Grants or updates access to a pack for a user or workspace.
Add custom domain
Adds a custom domain to a published document.
Add permission
Adds a permission to a document.
Begin content export
Starts an export of page content in HTML or Markdown format.
Content export status
Checks an export’s status and retrieves its download link when ready.
Copy Document
Creates a copy of an existing document.
Connect any two apps with Notis in the middle.
ActiveTrail and Coda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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