Turn scan reporting emails into scan history retrieval
Make scan history requests easier to fulfill by retrieving CodeREADr records using the scope in the email.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Retrieve bulk scan records
Tool to retrieve bulk scan records. Use after specifying filters to fetch scan history in JSON or CSV for reporting.
Why this helps
Scan history requests require context switching and manual filter setup, so reporting can get delayed.
- Reduce setup time for requested scan reports
- Use the reporting scope already stated in the email
- Retrieve records in JSON or CSV as requested
Setup
Build it in a few focused steps.
- 1Connect AgentMail and CodeREADr once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to retrieve bulk scan records using the date range and filters stated in the email, and use JSON or CSV as requested.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with one real report request that specifies its scope.
Questions about this workflow
What if the request has no date range?
The report action requires filters to be specified. Ask Notis to flag the missing scope in the run report.
Can it summarize the retrieved records?
Notis can analyze returned data, but any requested comparison baseline must be supplied if it is not present in the returned records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Codereadr. A trigger fires from one place; an action lands in another.
Agent mail triggers
Codereadr actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Collect Data With Questions
Tool to configure data collection forms by adding custom questions. Use after creating a service to collect survey questions after each scan.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Configure CodeREADr Connector
Helper to guide configuring the CodeREADr Connector for Google Sheets. There is no public API to programmatically create connector configurations. This tool validates your API connectivity (optional) and returns clear steps to proceed via the Google Sheets Add-on UI: https://www.codereadr.com/knowledgebase/codereadr-connector-add-on/
New Email Received
Trigger for new emails in an AgentMail inbox
Configure Direct Scan URL (DSU)
Tool to configure a Direct Scan URL (DSU). Use after obtaining a valid service ID to set up scan callbacks. Use when you need to enable or update the DSU postback settings for a CodeREADr service.
Configure CodeREADr Kiosk Mode
Tool to enable and configure Kiosk Mode for unattended scanning. Use when setting up a dedicated scanning kiosk after service setup.
Configure Picking, Delivery & Receiving App
Tool to configure the complete picking, delivery, and receiving workflow. Use when setting up scan workflow endpoints for an existing CodeREADr service.
Configure CodeREADr Postback URL
Tool to configure a real-time postback URL for a CodeREADr service. Use when you need to set up or modify scan forwarding for an existing service.
Create CodeREADr Service
Tool to create a new workflow configuration (service) for scanning tasks. Use after obtaining a valid API key when registering a new Service.
Delete CodeREADr Database
Tool to delete an existing CodeREADr database. Use when you need to remove a database by its ID after confirming you no longer need its data. Example prompt: "Delete database with ID 123e4567-e89b-12d3-a456-426614174000".
Connect any two apps with Notis in the middle.
Agent mail and Codereadr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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