Start a recurring campaign review in Dailybot
Give campaign reviews a regular home so lessons and follow-ups do not disappear after a send.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Check-in
Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.
Why this helps
Teams often finish a campaign without a reliable moment to review results and capture what to improve.
- Give campaign review a predictable cadence.
- Use returned ActiveTrail results to set context for the review.
- Collect team observations in a Dailybot check-in.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Dailybot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Dailybot check-in for reviewing recent ActiveTrail campaigns and state what the team should reflect on.
- 4Pick a recurring schedule and choose where Notis should send run reports.
- 5Test with one real campaign and check the created check-in in Dailybot.
Questions about this workflow
Will this create a new check-in each time it runs?
The selected action creates a check-in. Set a schedule that matches when you intend to create one, and verify the result during testing.
Can it include campaign results in the check-in?
Notis can use returned ActiveTrail data. Any goals or historical benchmarks that are not returned need to be supplied in your instruction or data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Dailybot. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Dailybot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Find User by UUID
Retrieves a DailyBot user's details by UUID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Check-in
Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.
Find Workflow by Name
Finds DailyBot workflows by name.
Get All Users
Retrieves users in the authenticated DailyBot organization.
Give Kudos to Users
Gives kudos to one or more DailyBot users.
Send Message
Sends a message to DailyBot users or channels.
Connect any two apps with Notis in the middle.
ActiveTrail and Dailybot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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