Bring archived goals and document records into one retrospective
Make it easier to revisit completed or archived goals with the records you choose to include.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Archived Goals
Lists a user's archived goals.
Why this helps
Past goals and the documents that explain them can be difficult to find together when you want to learn from previous work.
- Retrieve archived goals for a retrospective
- Include relevant processed records you provide
- Call out gaps instead of assuming the reason a goal was archived
Setup
Build it in a few focused steps.
- 1Connect Affinda and Beeminder 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 retrieve archived goals and summarize them alongside the Affinda processed records you provide, noting unknowns.
- 4Pick a recurring schedule as the trigger, then choose where run reports go.
- 5Test with one real archived goal review and related document record.
Questions about this workflow
Can the report determine why a goal was archived?
Only if that reason is present in the returned information or the documents you provide. Otherwise the report should mark it as unknown.
Can I run the review only when a document arrives?
This workflow uses a recurring schedule. Affinda exposes no trigger events in this package, so the listed trigger choices are a Notis schedule or webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Beeminder. A trigger fires from one place; an action lands in another.
Affinda triggers
Beeminder actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate and Redirect User
Authenticates a user and redirects them to a URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Charge
Creates a charge for a user outside of goal pledges.
Get all goals
Lists all goals for a user.
Get Archived Goals
Lists a user's archived goals.
Get Beeminder User Information
Retrieves information about a user.
Connect any two apps with Notis in the middle.
Affinda and Beeminder, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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