Start partner planning with a current project catalogue
Bring active projects and their related tasks into view before planning the next period of partner work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Projects List
View all active company projects and their tasks.
Why this helps
Planning starts slower when it is unclear which active projects and tasks already exist in DeskTime.
- Retrieve active DeskTime projects and related tasks.
- Prepare a project overview ahead of planning.
- See existing tracking structure before deciding what needs attention.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and DeskTime once in the Notis portal.
- 2Create an automation and describe the partner planning context you want to review.
- 3Ask Notis to retrieve active DeskTime projects and related tasks and summarize the useful context.
- 4Choose notis_cron and set the planning schedule.
- 5Select where reports go and test with one real example.
Questions about this workflow
Does this include closed projects?
The listed action retrieves all active projects for the company, including related tasks.
Can it create tasks for the next planning period?
No. This action retrieves the project overview. Creating a project with an optional initial task is a separate action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Desktime. A trigger fires from one place; an action lands in another.
Adtraction triggers
Desktime actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Project with Optional Task
Create a project, optionally with an initial task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Account Details
View the company's account settings, work schedule, and timezone.
Get All Company Employees
View the company's employee roster, roles, and statuses.
Get Employee
Retrieves one employee’s information and tracking data for a date, or the current user’s data.
Get Employee Projects
View an employee's project assignments and time tracking for a date.
Get Employee Apps
Retrieves an employee’s tracked app usage for a date, or the current user’s data.
Get Employee Projects and Apps
View an employee's daily work, attendance, and productivity summary.
Get Projects List
View all active company projects and their tasks.
Connect any two apps with Notis in the middle.
Adtraction and Desktime, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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