Review employee data in the context of campaign work
Bring DeskTime employee data into a recurring campaign planning review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Employee Data
Why this helps
Planning can require a manual pass through employee data before campaign work is discussed.
- Retrieve employee data as part of a regular planning review.
- Consider available employee information alongside campaign context.
- Reduce the effort of assembling recurring planning notes.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and DeskTime once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe which employee data should inform the campaign planning review.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real planning review and check that the summary uses available data only.
Questions about this workflow
What employee information does this action retrieve?
It fetches data for employees within the company. The exact data available depends on the DeskTime response.
Can Notis compare activity with a historical baseline?
Only if that baseline is supplied or available in the returned data. Otherwise, the summary should state that it is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Desktime. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Desktime actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Project with Optional Task
Create a project, optionally with an initial task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Account Details
View the company's account settings, work schedule, and timezone.
Get All Company Employees
View the company's employee roster, roles, and statuses.
Get Employee
Retrieves one employee’s information and tracking data for a date, or the current user’s data.
Get Employee Projects
View an employee's project assignments and time tracking for a date.
Get Employee Apps
Retrieves an employee’s tracked app usage for a date, or the current user’s data.
Get Employee Projects and Apps
View an employee's daily work, attendance, and productivity summary.
Get Projects List
View all active company projects and their tasks.
Connect any two apps with Notis in the middle.
ActiveTrail and Desktime, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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