Spot campaign follow-ups without a Dart task
Let Notis check the work queue against the campaign follow-ups you identify, then make any gaps easy to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Tasks
Lists DART tasks matching the selected criteria.
Why this helps
A follow-up can be agreed on without anyone creating the task that makes it trackable.
- Surface possible gaps between campaign follow-ups and tasks.
- Make a recurring review faster to scan.
- Keep the audit grounded in identifiable follow-ups and tasks.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Dart once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis in any channel.
- 3Tell Notis what follow-ups and Dart task scope to compare and how to report possible gaps.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test against one known campaign and its related Dart tasks.
Questions about this workflow
Can Notis see every task in my workspace?
The workflow can use Dart task data returned for the requested scope. Specify a dartboard or other available criteria if the audit should be limited.
What makes a task match a campaign follow-up?
Provide clear identifiers or matching details in the campaign context and task data. Notis should flag uncertain matches for review rather than assume.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Dart. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Dart actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Task Comment
Adds a comment to a DART task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Task Attachment From URL
Downloads a file from a URL and attaches it to a task asynchronously.
Add Task Time Tracking
Records time spent on a DART task.
Create Doc
Creates a new document in Dart.
Create Task
Creates a new task in DART.
Delete Doc
Moves a Dart document to the recoverable trash.
Delete Task
Moves a Dart task to the recoverable trash.
Get User Space Configuration
Retrieves workspace configuration, including available boards and statuses.
Connect any two apps with Notis in the middle.
ActiveTrail and Dart, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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