Prepare a monthly scan activity report
Start each monthly review with the scan history already gathered, then focus your time on what the records show and what needs follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve bulk scan records
Why this helps
Manual monthly scan reporting consumes time and makes it easier to overlook records or use inconsistent ranges.
- Reduces repeated report assembly work
- Uses a consistent monthly review window
- Gives operations a starting point for follow-up
Setup
Build it in a few focused steps.
- 1Connect Agenty and Codereadr once in the Notis portal.
- 2Create an automation that retrieves bulk scan records for the prior month using your specified filters.
- 3Choose a monthly schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one run and verify the date range and record format.
Questions about this workflow
Will it determine the prior month automatically?
Describe the intended date window in the prompt. The automation should report the range it used so it can be checked.
Can the report explain month-over-month changes?
Only if prior-period data is available in the result or you provide it. The bulk action does not imply a stored baseline.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Codereadr. A trigger fires from one place; an action lands in another.
Agenty triggers
Codereadr actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Collect Data With Questions
Adds custom questions to collect information after barcode scans.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Configure CodeREADr Connector
Guides you through configuring a connector for Google Sheets.
Create CodeREADr Service
Creates a service to define how barcode scans are handled.
Delete CodeREADr Database
Permanently deletes a database and all its barcode values; this cannot be undone.
Delete Device
Deletes a device.
Delete Custom Question
Permanently deletes custom questions and their answer options; this cannot be undone.
Delete CodeREADr Service
Permanently deletes a service; this cannot be undone.
Delete CodeREADr User
Deletes an existing user account.
Connect any two apps with Notis in the middle.
Agenty and Codereadr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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