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Notis

Find the Connecteam metrics available for campaign reviews

Start campaign performance conversations with a clear list of metrics your Connecteam account actually exposes.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Performance Indicators

Retrieve the available performance indicators.

Why this helps

Teams can spend time discussing measures they cannot access or overlook useful indicators already available in their workforce account.

  • List the performance indicators available in the account.
  • Separate available metrics from measures that would need another data source.
  • Give campaign operations reviews a grounded starting point.

Setup

Build it in a few focused steps.

  • 1Connect ActiveTrail and Connecteam once in the Notis portal.
  • 2Create an automation in the portal or tell Notis from any channel to create one.
  • 3Describe the campaign operations questions and ask Notis to summarize relevant available indicators.
  • 4Pick a recurring Notis schedule and choose where run reports should go.
  • 5Run one real example and verify which indicators are available.

Questions about this workflow

Does the workflow calculate campaign results?

No. It lists Connecteam performance indicators. Campaign results or baselines must come from available data you provide.

Can it recommend which indicators matter?

It can relate available indicators to the questions you describe, while identifying any information that is missing.

Does it change performance settings?

No. This action retrieves the available indicators for analysis.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveTrail to Connecteam. A trigger fires from one place; an action lands in another.

ActiveTrail triggers

Connecteam actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Archive Users

Archives users without deleting their records.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Users

Creates multiple user accounts.

ActionInstant

Generate Upload URL

Generates a secure, time-limited URL for uploading a file.

ActionInstant

Get Chat

Retrieves team chats and channels.

ActionInstant

Get Custom Field Categories

Retrieves custom field categories.

ActionInstant

Get Custom Fields

Retrieves the custom fields associated with an account.

ActionInstant

Get Forms

Retrieves form definitions.

ActionInstant

Get Jobs

Retrieve jobs associated with a scheduler or time clock instance.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveTrail and Connecteam, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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