Review project time across portfolio work
Bring a date-specific DeskTime project view into your portfolio review and identify where tracked effort is concentrated.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Employee Projects
View an employee's project assignments and time tracking for a date.
Why this helps
Portfolio support work can be spread across projects, making it easy to miss where time is going.
- Review tracked project time for a specified employee and date.
- Compare the time report with the available portfolio context.
- Make recurring portfolio reviews more focused.
Setup
Build it in a few focused steps.
- 1Connect Affinity and DeskTime once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to retrieve DeskTime employee projects for the intended date and summarize against relevant Affinity portfolio context, flagging ambiguous project matches.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real reporting date and verify project matches and uncertain cases are clearly identified.
Questions about this workflow
Can this report assign project time to individual investors?
Only if returned project information and Affinity context make that association clear. Otherwise, the report should present the project totals without assigning them.
What does the DeskTime action return?
It retrieves project information assigned to employees, including project names, durations, and statuses, for a specific date.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Desktime. A trigger fires from one place; an action lands in another.
Affinity triggers
Desktime actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Project with Optional Task
Create a project, optionally with an initial task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Account Details
View the company's account settings, work schedule, and timezone.
Get All Company Employees
View the company's employee roster, roles, and statuses.
Get Employee
Retrieves one employee’s information and tracking data for a date, or the current user’s data.
Get Employee Projects
View an employee's project assignments and time tracking for a date.
Get Employee Apps
Retrieves an employee’s tracked app usage for a date, or the current user’s data.
Get Employee Projects and Apps
View an employee's daily work, attendance, and productivity summary.
Get Projects List
View all active company projects and their tasks.
Connect any two apps with Notis in the middle.
Affinity and Desktime, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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