Keep campaign reports in your research archive
Give recurring campaign reviews a consistent home so you can find the report when a planning question comes up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Doc
Creates a document in a project; its content is stored but not returned.
Why this helps
Campaign reports are easy to lose when they remain in transient conversations or disconnected files.
- Keep recurring reports in one Dovetail project.
- Give reports clear titles for later retrieval.
- Reduce the work of locating campaign analysis.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to generate a report for the specified LinkedIn campaigns and save a titled Dovetail doc with the report and its analysis limits in your chosen project.
- 4Pick the notis_cron trigger and set the schedule, then choose where run reports should go.
- 5Test with one real campaign report and verify its saved doc.
Questions about this workflow
Can the report compare campaigns over time?
Only when the relevant historical data is available to Adyntel or supplied to the workflow. Ask it to state when a comparison cannot be supported.
Where are reports stored?
Specify the Dovetail project in the automation instruction.
Can I choose which campaigns are covered?
Yes. Name the campaigns or selection criteria in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Dovetail. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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