Make campaign review a lighter habit
Put campaign takeaways into a short Paper document on a schedule that works for your team.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create paper document
Create a Paper document from HTML or Markdown content.
Why this helps
Campaign reviews are often delayed until the context and reasons behind decisions have faded.
- Keep review notes close to the work.
- Create a regular moment to capture learnings.
- Make future planning easier with written context.
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 create a Dropbox Paper note with the available campaign results and key takeaways.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real campaign example and review the note.
Questions about this workflow
Can the notes include recommendations?
Yes. Ask Notis to include recommendations based on the results it receives, and to identify when the data does not support a conclusion.
Does it need campaign history?
Only if you want comparisons. Provide the historical results or ask Notis to state when comparison data is unavailable.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dropbox.