Keep a monthly record of campaign results
Create a durable monthly snapshot of campaign results so you can revisit the work later.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Upload File
Upload a file.
Why this helps
Useful campaign context disappears as dashboards fill with newer activity.
- Build a browsable history of campaign reviews.
- Capture takeaways while the month is still fresh.
- Keep reports in a familiar file store.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Dropbox once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to summarize the available month's ActiveTrail results and upload a dated archive file to Dropbox.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one real results example and check the report contents.
Questions about this workflow
Will it include every campaign from the month?
It can summarize the results ActiveTrail returns for the requested period. The report should note any missing data.
Can I choose the schedule?
Yes. Pick the recurring schedule when you configure the trigger in Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Dropbox. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Dropbox actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create file request
Create a file request so others can upload files to a folder.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate team folder
Reactivates an archived team folder.
Create folder
Create a folder to organize files.
Add file member
Create paper document
Create a Paper document from HTML or Markdown content.
Add file properties
Adds structured custom properties to a file.
Delete file or folder
Permanently delete a file or folder and all its contents.
Add tag to file or folder
Tags a file or folder; the tag is converted to lowercase.
Connect any two apps with Notis in the middle.
ActiveTrail and Dropbox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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