Start pipeline review with a clear view of tracked time
See your daily DeskTime snapshot with the deal context you need before deciding where to focus next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Employee
Retrieves one employee’s information and tracking data for a date, or the current user’s data.
Why this helps
Starting a pipeline review without knowing how time was spent can make it harder to choose the next useful action.
- Prepare a short time snapshot before reviewing the pipeline.
- Keep planning anchored to returned tracking data.
- Reduce the effort of opening multiple tools for a daily check.
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 your DeskTime employee details for the scheduled date and summarize tracked work beside relevant Affinity pipeline context, noting unavailable details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real date and confirm the summary does not infer unreturned tracking data.
Questions about this workflow
Does this action return information for any employee?
It returns the current user's data when no employee ID is specified. The workflow should use the appropriate employee context if another employee is intended.
Does the report tell me what to work on next?
It can summarize available time and pipeline context. Any priority recommendation should be grounded in the information returned and your stated criteria.
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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