Keep a clear record of Agility asset usage reviews
Give the team a readable snapshot of available asset usage data and where it came from.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document in Vault
Create a document in a project vault.
Why this helps
Teams can struggle to review asset usage when details are spread across records and no one knows the data's scope.
- Collect available usage details in a shared document.
- Keep asset references easy to revisit.
- Make data coverage limits visible to readers.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Basecamp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the result you want.
- 3Ask Notis to summarize asset usage information it can access and create a Basecamp document that states the reporting scope and gaps.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real review period and inspect the source coverage.
Questions about this workflow
Can this tell us which assets are unused?
Only if Agility CMS provides usage data that supports that conclusion. Notis should not label an asset unused when the data is incomplete.
Does the workflow modify or delete assets?
No. It creates a Basecamp document summarizing accessible information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Basecamp. A trigger fires from one place; an action lands in another.
Agility cms triggers
Basecamp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete To-Do
Mark a to-do as complete.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card in Column
Add a new card to a card table column.
Create Step in Card
Add a step to an existing card.
Create Chatbot
Add a chatbot to a chat room.
Create Chatbot Line
Post a message to a chat as a chatbot.
Create Document in Vault
Create a document in a project vault.
Create Project from Template
Start creating a project from a template in the background.
Create To-Do (Deprecated)
Add a to-do to a to-do list.
Connect any two apps with Notis in the middle.
Agility cms and Basecamp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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