Turn Ad Performance Changes Into Follow-Up
Make unusual shifts easier to investigate while the campaign context is close at hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
Performance changes can be noticed but left without an owner or a next step.
- Create follow-up for material changes only.
- Keep the reported change and campaign context together.
- Make investigation work easier to track.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Clientary once in Notis.
- 2Create an automation that reviews available performance insights weekly and creates a task for changes meeting your criteria.
- 3Pick a recurring schedule.
- 4Choose where run reports go.
- 5Test with one real insight and check that the task describes the observed change.
Questions about this workflow
Does this workflow assume every metric is available?
No. It can only assess data returned by Adyntel or included in the request. Name required metrics or baselines in your instruction.
Can I set a threshold for follow-up?
Yes. Include your threshold and the comparison period in the prompt, provided those values are available to the run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Clientary. A trigger fires from one place; an action lands in another.
Adyntel triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact for a client.
Create Expense
Creates a new expense record.
Create Lead
Creates a new lead record.
Create Invoice
Creates an invoice, optionally linked to a client.
Create Project
Creates a new project for tracking client work, time, or expenses.
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
Create Project Hours
Logs hours worked on a project as a new time entry.
Connect any two apps with Notis in the middle.
Adyntel and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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