Review your affiliate partner portfolio quarterly
Bring the partner information you provide into one structured Basecamp review document.
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
Portfolio decisions are harder when the team lacks a consistent place to compare partner notes.
- Create a recurring portfolio snapshot.
- Group partner observations in one document.
- Support more focused planning conversations.
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.
- 3Describe which available partner information the quarterly review should organize.
- 4Pick the notis_cron trigger, set the quarterly schedule, and choose where run reports go.
- 5Test with one real portfolio example.
Questions about this workflow
Can the review compare partners over time?
Only when the relevant prior and current information is available to Notis. Supply a baseline if needed.
Will it recommend partner changes?
It can highlight supplied evidence and open questions; your team makes portfolio decisions.
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.
Complete To-Do
Mark a to-do as complete.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card in Column
Add a new card to a card table column.
Create Step in Card
Add a step to an existing card.
Create Chatbot
Add a chatbot to a chat room.
Create Chatbot Line
Post a message to a chat as a chatbot.
Create Document in Vault
Create a document in a project vault.
Create Project from Template
Start creating a project from a template in the background.
Create To-Do (Deprecated)
Add a to-do to a to-do list.
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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