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Notis

Add weekly AI context notes to Ascora jobs

Give your team a short, recurring update where the job details already live.

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

Job context can drift across chats and AI sessions, leaving field teams without a concise update in Ascora.

  • Make recurring job context easier to find.
  • Create a predictable place for concise updates.
  • Cut down on manual copying into job records.

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 job context to summarize, the weekly cadence, 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 and check its notes in Ascora.

Questions about this workflow

Where does the job context come from?

Provide the context the workflow should use. If it needs job history or other information not available to it, include that information in the instruction or input.

Can the note be attached to a specific job?

Yes. The Create Note action requires a valid entity ID from Ascora, which can be the job ID.

Does this require an Ascora event trigger?

No. This workflow uses a Notis recurring schedule because Ai ml api exposes no trigger events.

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.

TriggerScheduled

Create Note

Adds a note to an entity using its valid system ID.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Quotation

Create a new quotation or enquiry for a customer.

ActionInstant

Create or Update Contact

Creates or updates a customer contact.

ActionInstant

Create or Update Customer

Creates a customer or updates an existing customer’s details.

ActionInstant

Get Customers

Retrieve all customers.

ActionInstant

Create or Update Supplier

Creates a supplier or updates an existing supplier’s details.

ActionInstant

Get Jobs

Retrieve a list of jobs.

ActionInstant

Delete Customer

Deletes a customer after confirming the customer exists.

ActionInstant

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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