Review active goals alongside document notes each week
Give your active goals a regular review with the document context you choose to include.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all goals
Lists all goals for a user.
Why this helps
Goals and supporting paperwork can drift apart when there is no dependable time to revisit them together.
- Put active goal details in a recurring report
- Include document context you provide or make available
- Notice when a useful comparison needs more source information
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 active goals and review them with the Affinda processed notes you provide or make available.
- 4Pick a recurring schedule as the trigger, then choose where run reports go.
- 5Test with one real example that includes active goals and document notes.
Questions about this workflow
Does the schedule automatically process new Affinda documents?
A schedule starts the automation on a recurring basis. Include the document notes or source context the automation should review; do not assume the trigger itself processes documents.
Can the report show goal progress over time?
Only if the relevant history is available in the retrieved data or supplied by you. The listed action retrieves active goals, and does not promise historical datapoints.
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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