Keep generated field reports in view
Include recently generated Datascope files in your campaign operations review so reports do not get missed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Last Generated Files
Retrieves generated PDFs and spreadsheets from a specified date range.
Why this helps
Generated PDFs and spreadsheets can be easy to overlook when they are stored apart from campaign planning.
- Retrieve generated files for a specified date range.
- Bring recent PDFs and Excel files into a regular review.
- Keep report follow-up connected to campaign operations.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Datascope once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which date range to review and how to summarize or triage the returned generated files.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real date range and check the returned files.
Questions about this workflow
How recent must the date range be?
The action retrieves files within the last 90 days. Dates use MM/DD/YYYY format.
Which file types are included?
The action describes retrieving generated PDF and Excel files.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Datascope. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Datascope actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Location
Creates a location with geographic coordinates.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Change Form Answer
Changes an answer in a submitted form.
Create List
Creates an empty list for organizing categorized items.
Create List Element
Adds a new element to a metadata list.
Get all list elements
Retrieves all items from a specified metadata list.
Get All Locations
Retrieves all configured locations.
Create Task Assignment
Assigns a form to a user at a location with a deadline.
Get Last Tickets
Retrieves the five most recent tickets or findings.
Connect any two apps with Notis in the middle.
ActiveTrail and Datascope, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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