Review time spent on active deal work
Get a compact view of tracked project and app time alongside the deal context you use to plan your week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Employee Projects and Apps
View an employee's daily work, attendance, and productivity summary.
Why this helps
It takes effort to piece together where deal work time went when project and pipeline information live in separate tools.
- Bring tracked projects and app usage into a single review.
- Make it easier to spot where deal-related effort is going.
- Use the date and employee context available for the report.
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 projects and apps for the intended employee and date, then summarize alongside relevant Affinity deal context; call out missing context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real reporting date and verify the summary reflects only returned tracking data.
Questions about this workflow
Can DeskTime identify which app activity belongs to a specific deal?
The action returns project and app time for an employee and date. Deal attribution may not be available, so the report should not claim it unless the returned data supports it.
Can I review a past date?
The action supports a given date. Include the intended date range or reporting date in the instruction and check the result during the test.
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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