Make project status easier to review
Create a regular written snapshot in Basecamp from the project information you make available to Notis.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document in Vault
Tool to create a new document in a Basecamp vault. Use when you need to publish a document in a specific project vault with title, HTML content, and optional publication status.
Why this helps
Status context is scattered, so preparing a useful update takes time and people miss changes between check-ins.
- Create a consistent place to review project status.
- Reduce the effort of preparing recurring summaries.
- Keep notable progress and open questions together.
Setup
Build it in a few focused steps.
- 1Connect Basecamp and any relevant information sources once in the Notis portal.
- 2Create an automation and name it for scheduled project status.
- 3In one instruction, tell Notis what available project information to summarize and how to present it.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real example using current project information.
Questions about this workflow
Can Notis summarize information it cannot access?
No. Make the information available to the automation or specify the sources it can use.
How does this workflow start?
A recurring schedule starts it. Choose the cadence when configuring the trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Basecamp. A trigger fires from one place; an action lands in another.
Agent mail triggers
Basecamp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete To-Do
Tool to mark a to-do as completed in Basecamp. Use when you need to complete a to-do item.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card in Column
Tool to create a new card in a column of a Basecamp card table. Use when you need to add a card to a card table column with optional content and due date.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Step in Card
Tool to create a step within a card in a Basecamp card table. Use when you need to add a subtask or checklist item to an existing card with optional due date and assignees.
Create Chatbot
Tool to create a new chatbot in a Basecamp Campfire chat. Use when you need to add an automated bot to a chat room for posting messages and responding to commands.
Create Chatbot Line
Tool to post a message as a chatbot to a Basecamp Campfire. Use when you need to post messages via a chatbot integration without OAuth authentication.
Create Document in Vault
Tool to create a new document in a Basecamp vault. Use when you need to publish a document in a specific project vault with title, HTML content, and optional publication status.
Create Project from Template
Tool to create a new project from a Basecamp template asynchronously. Use when you need to instantiate a project based on an existing template. Poll the returned URL to monitor construction progress until status becomes 'completed'.
Create To-Do (Deprecated)
DEPRECATED: Use BASECAMP_POST_BUCKETS_TODOLISTS_TODOS instead. Tool to create a new to-do in a Basecamp to-do list. Use when you need to add a task with optional description, assignees, and due date.
Connect any two apps with Notis in the middle.
Agent mail and Basecamp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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