Turn affiliate statistics into relationship context
A compact performance summary in Attio helps you make partner decisions without reopening a stack of reports.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Note
Create a note on a record.
Why this helps
Partner statistics are easy to overlook when they live apart from the relationship history used for decisions.
- Keep performance context with the partner's company record.
- Make recurring reviews easier to scan and discuss.
- Highlight missing or unavailable metrics instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Attio once in Notis.
- 2Create an automation in the portal or by telling Notis the review outcome you want.
- 3Ask Notis to review the available partner statistics for the selected period and add a concise note to each confidently matched Attio company.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real partner and review the note for correct matching and period coverage.
Questions about this workflow
Which statistics will appear in the review?
Notis can summarize statistics available from Adtraction for the selected period. Ask it to state when a metric or comparison baseline is unavailable.
Does the schedule configure Adtraction filters?
No. You describe the review in plain language. The schedule starts the run; it does not create field mappings or source-side filters.
Where does the note go?
The instruction should have Notis match the partner to a company record in Attio and add the summary there only when the match is clear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Attio. A trigger fires from one place; an action lands in another.
Adtraction triggers
Attio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
Create a note on a record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Assert Company (Create or Update)
Updates a matching company record or creates one if none exists.
Create Record
Create a new record.
Assert Person Record
Creates or updates a person record using a unique attribute to avoid duplicates.
Delete Note
Delete a note.
Assert User Record (Create or Update)
Updates a matching user record or creates one if none exists.
Delete Record
Permanently delete a record; this cannot be undone.
Assert Workspace (Create or Update)
Updates a matching workspace record or creates one if none exists.
Connect any two apps with Notis in the middle.
Adtraction and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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