Keep a weekly ActiveTrail recap in Dart Docs
Get a short, readable campaign recap in the place you already use for project notes, without reopening every report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Doc
Creates a new document in Dart.
Why this helps
Campaign results are easy to review once and then forget when the next week gets busy.
- Put a recurring summary in Dart Docs.
- Bring notable results and changes into one readable note.
- Keep review time focused on decisions and follow-ups.
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 to summarize available campaign results for the chosen period in a new Dart doc.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real campaign review period and inspect the resulting doc.
Questions about this workflow
Does the recap include metrics ActiveTrail does not provide?
No. Notis can summarize returned data, but any metric or comparison not available from ActiveTrail must be supplied separately or left out.
Where does the recap go?
The Create Doc action creates a Dart doc, which goes in the Docs folder by default unless the instruction specifies a folder.
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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