Make monthly commission reviews easier to prepare
Bring the numbers and the questions together before your affiliate review begins.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Note
Creates a note in a project; its content is stored but not returned.
Why this helps
Commission reviews are harder when someone must reconstruct what changed and what still needs explanation each month.
- Prepare a review note on a consistent cadence.
- Surface questions that need a human answer.
- Keep monthly commission context close to research.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to create a Dovetail note summarizing available monthly Adtraction commission information and listing unanswered review questions.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real month of data and check that the note distinguishes facts from open questions.
Questions about this workflow
Can Notis decide whether a commission change is unusual?
It can identify changes against a baseline only if the baseline and relevant data are available. Otherwise, ask it to list changes and mark comparisons as unavailable.
Will this make commission adjustments?
No. The selected Dovetail action creates a research note; it does not change Adtraction commissions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Dovetail. A trigger fires from one place; an action lands in another.
Adtraction triggers
Dovetail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Channel
Create a channel to organize and collect feedback.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Create a new contact.
Create Data Point
Record and classify a data point in a channel.
Create Data
Creates a research data item in a project.
Create Insight
Save a research insight, optionally linking it to a project.
Create Topic
Create a topic in a channel to organize feedback.
Create Doc
Creates a document in a project; its content is stored but not returned.
Delete Channel
Move a channel to the project trash, where it can be restored for 30 days.
Connect any two apps with Notis in the middle.
Adtraction and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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