Keep job risk digests with Ascora jobs
Put a short risk snapshot where the team can act on job context without hunting through separate updates.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Note
Adds a note to an entity using its valid system ID.
Why this helps
Potential blockers are easy to lose when risk analysis lives away from the job record people check.
- Make supplied risk context visible on the job record.
- Create consistent recurring snapshots for review.
- Reduce repeated searches through separate notes and conversations.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Ascora once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe which job information to analyze, the schedule, and the valid Ascora job ID for the note.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real job example and review the digest for accuracy.
Questions about this workflow
Will it find job risks without context?
The workflow needs job details or relevant context supplied to it. Include any information it cannot access.
Can it compare current and prior risk?
Only if the prior state or baseline is provided to the workflow.
Does a digest create a task?
No. This uses the Ascora Create Note action to record a summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Ascora. A trigger fires from one place; an action lands in another.
Ai ml api triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
Adds a note to an entity using its valid system ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Create a new quotation or enquiry for a customer.
Create or Update Contact
Creates or updates a customer contact.
Create or Update Customer
Creates a customer or updates an existing customer’s details.
Get Customers
Retrieve all customers.
Create or Update Supplier
Creates a supplier or updates an existing supplier’s details.
Get Jobs
Retrieve a list of jobs.
Delete Customer
Deletes a customer after confirming the customer exists.
Connect any two apps with Notis in the middle.
Ai ml api and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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