Prepare a sent campaign recap for quarterly planning
Make planning easier with a clear view of what went out during the same period you reviewed the market.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Sent Campaigns
Retrieves sent campaigns and their details.
Why this helps
Quarterly planning slows down when campaign history and research findings have to be gathered separately.
- Get a record of recent sent campaigns for planning.
- Bring campaign activity together with available research context.
- Reduce manual preparation for a quarterly review.
Setup
Build it in a few focused steps.
- 1Connect Agenty and ActiveTrail once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one.
- 3In one instruction, ask Notis to retrieve campaigns from the previous quarter and summarize them with matching Agenty findings when available.
- 4Pick a Notis cron trigger and choose where run reports should go.
- 5Test with one completed quarter and confirm the campaign list.
Questions about this workflow
Does the sent campaign list include performance metrics?
This action retrieves sent campaigns with date and filtering options. Use the all campaign reports action for comprehensive performance metrics.
What if Agenty has no findings for that period?
The workflow can still provide the sent campaign recap and note that matching market context was unavailable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to ActiveTrail. A trigger fires from one place; an action lands in another.
Agenty triggers
ActiveTrail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Group Member
Adds a contact to a group, creating the contact if needed.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contact Growth
Retrieves daily statistics on subscribed and unsubscribed contact counts.
Add Mailing List Member
Creates a contact or adds one to a mailing list and groups; an email address or SMS number is required.
Create a New Group
Creates an empty contact group.
Create Contact
Creates a new contact.
Create Campaign
Creates an email campaign in draft unless configured to send it.
Create Content Category
Creates a content category.
Create Campaign for Contacts
Creates and sends an email campaign to selected contacts.
Connect any two apps with Notis in the middle.
Agenty and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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