Save scheduled AI insights as Ascora notes
Turn recurring analysis into a note your team can find on the relevant Ascora record.
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
Useful summaries often stay in a separate AI conversation instead of reaching the job or customer record where the team works.
- Bring recurring AI summaries into Ascora.
- Keep updates attached to the relevant customer, job, or quote.
- Reduce the need to search across separate tools for context.
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 what context to summarize, how often to run it, and which valid Ascora entity ID should receive the note.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and verify the note on the intended record.
Questions about this workflow
What context will the AI summarize?
Specify the source material or context available to the automation in your instruction. Any baseline or history not provided to it must be supplied.
What does Ascora need to create a note?
The action requires a valid entity ID in Ascora, such as the ID for a customer, job, or quote.
Can I run it only once a week?
Yes. Choose a recurring schedule that fits your process when you configure the trigger.
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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