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Notis

See partner program health in one review

Gather the signals you provide into a readable Basecamp document for your next program review.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create Document in Vault

Create a document in a project vault.

Why this helps

Program health is harder to assess when performance notes lack a shared review home.

  • Create a consistent review document.
  • Group supplied health signals in one place.
  • Support more focused program discussions.

Setup

Build it in a few focused steps.

  • 1Connect Adtraction and Basecamp once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis which available program signals to summarize and how to flag open questions.
  • 4Pick the notis_cron trigger, set a recurring schedule, and choose where run reports go.
  • 5Test with one real set of program information.

Questions about this workflow

What signals can it include?

It can summarize signals available to Notis or provided for the run. Specify the information your team uses to assess program health.

Does it make partner decisions automatically?

The document can highlight information and questions for human review; the team decides what action to take.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Adtraction to Basecamp. A trigger fires from one place; an action lands in another.

Adtraction triggers

Basecamp actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Complete To-Do

Mark a to-do as complete.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Card in Column

Add a new card to a card table column.

ActionInstant

Create Step in Card

Add a step to an existing card.

ActionInstant

Create Chatbot

Add a chatbot to a chat room.

ActionInstant

Create Chatbot Line

Post a message to a chat as a chatbot.

ActionInstant

Create Document in Vault

Create a document in a project vault.

ActionInstant

Create Project from Template

Start creating a project from a template in the background.

ActionInstant

Create To-Do (Deprecated)

Add a to-do to a to-do list.

ActionInstant

Connect any two apps with Notis in the middle.

Adtraction and Basecamp, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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