Find the campaign context already written in Dart
Search existing Dart docs for useful campaign notes before the next review, without retracing every folder by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Docs
Lists documents with search and filters, with support for pagination and custom ordering.
Why this helps
Useful campaign context can already exist in docs but remain hard to find at review time.
- Surface existing notes relevant to a campaign review.
- Reduce manual searching across docs.
- Bring prior context into a recurring review.
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 which campaign terms or document scope to search and how to summarize relevant docs.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with a search term that should match a known Dart doc.
Questions about this workflow
Does this create a new doc?
No. List Docs searches existing documents. Use Create Doc if you want to save a new recap.
Can the search use more than a title?
The action supports filters including folder, title, text content, or full-text search. Specify the relevant scope and query.
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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