Keep shared prospecting reports easy to find
Bring existing shared Clockify reports into a regular review so prospecting summaries do not disappear from view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Shared Reports
Retrieves all shared reports in a workspace.
Why this helps
Useful shared reports can be forgotten when they live in a separate workspace and no one checks them routinely.
- Review existing shared reports in one recurring routine.
- Surface report details relevant to prospecting.
- Reduce the chance of overlooking a useful summary.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Clockify once in the Notis portal.
- 2Create an automation to retrieve and summarize shared reports relevant to lead work.
- 3Pick a recurring Notis cron schedule.
- 4Choose where Notis should send run reports.
- 5Test with a workspace that has a shared report and review the summary.
Questions about this workflow
Does this create a new report?
No. This action retrieves existing shared reports. Use a report creation workflow if a new artifact is needed.
Can it verify report contents are current?
It can summarize returned report data, but freshness depends on the report's configuration and the information Clockify returns.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Clockify. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Clockify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client in a workspace.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Group
Adds a user to an existing workspace group.
Create Webhook
Creates a webhook to receive workspace event notifications.
Delete Client
Permanently deletes a client; this action cannot be undone.
Create New Project
Creates a project in a workspace, optionally linked to a client.
Delete Webhook
Deletes an existing webhook.
Create Shared Report
Creates a shareable summary, detailed, or weekly report.
Filter Workspace Users
Filters workspace users by criteria.
Connect any two apps with Notis in the middle.
Aeroleads and Clockify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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