Keep contact quality review on the team calendar
Set up a recurring team check-in for address and contact quality tasks, so progress and blockers have a regular home.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Check-in
Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.
Why this helps
Small data quality tasks tend to get delayed when nobody has a regular moment to report progress.
- Give recurring data quality work a consistent reporting moment.
- Make progress and blockers visible to the team.
- Create a check-in around a cadence you specify.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Dailybot once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to set up from any channel.
- 3In one instruction, ask Notis to create a Dailybot check-in for contact quality review and specify the cadence and relevant template details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and verify the check-in details match your instruction.
Questions about this workflow
Does the Notis schedule also set the check-in cadence?
The Notis schedule triggers this automation. Specify the Dailybot check-in cadence in your instruction so the created check-in has the intended recurrence.
Does it check the contact records automatically?
This workflow creates a check-in. Address validation requires an Addressfinder request with the data to be checked.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Dailybot. A trigger fires from one place; an action lands in another.
Addressfinder triggers
Dailybot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Find User by UUID
Retrieves a DailyBot user's details by UUID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Check-in
Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.
Find Workflow by Name
Finds DailyBot workflows by name.
Get All Users
Retrieves users in the authenticated DailyBot organization.
Give Kudos to Users
Gives kudos to one or more DailyBot users.
Send Message
Sends a message to DailyBot users or channels.
Connect any two apps with Notis in the middle.
Addressfinder and Dailybot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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