Find Partner Follow-Ups Hiding in Your Reminders
Have Notis review scheduled reminders alongside affiliate activity and send you a short list of partner follow-ups to check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
ChMeetings: List Reminders
List reminders.
Why this helps
A reminder list can lose its context when the related partner activity lives in another system.
- Review reminder context alongside partner activity
- Spot follow-ups that may need a decision
- Get a recurring report without manually checking both systems
Setup
Build it in a few focused steps.
- 1Connect Adtraction and ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a prompt for the reminder audit.
- 3Tell Notis how to identify partner-related reminders and what activity to include in its report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review and check that uncertain relationships are called out.
Questions about this workflow
Will this change or reschedule reminders?
No. This workflow uses the List Reminders action to review reminders and report findings.
Can it identify which reminder belongs to an affiliate partner?
Only when the available reminder and partner information support that conclusion. Tell Notis to report uncertain matches rather than assume a relationship.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Chmeetings. A trigger fires from one place; an action lands in another.
Adtraction triggers
Chmeetings actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Invite Meeting Attendee
Invite a new attendee to a meeting.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Attendee Details
Retrieve the details of a specific attendee.
ChMeetings: Create Meeting
Create and schedule a meeting.
ChMeetings: Create Organization
Create a new organization.
ChMeetings: Create Reminder
Create a reminder for a meeting.
Delete Meeting Attendee
Remove an attendee from a meeting.
List Meeting Attendees
List the attendees of a meeting.
ChMeetings: Delete Meeting
Permanently delete an existing meeting.
Connect any two apps with Notis in the middle.
Adtraction and Chmeetings, 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 Chmeetings.