Make AimTell campaign review a recurring Close task
Give campaign review a place on your calendar so useful results lead to a clear next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
Campaign analytics often get checked inconsistently, and follow-up decisions can vanish after the review.
- Build a dependable campaign review habit
- Keep the review prompt visible alongside sales work
- Turn findings into a deliberate follow-up decision
Setup
Build it in a few focused steps.
- 1Connect AimTell and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe the outcome: create a Close task that prompts a review of AimTell campaign performance and any needed sales follow-up.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test by running once and confirm the review task appears in Close.
Questions about this workflow
Will Notis fetch AimTell analytics in this workflow?
No AimTell action or data access is specified here. The scheduled workflow creates a review task; consult AimTell when completing it, or provide relevant analytics through another supported path.
How often will the task be created?
Choose the recurring schedule during setup, such as weekly. The workflow should not be configured more frequently than you want review tasks created.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Close. A trigger fires from one place; an action lands in another.
AimTell triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
AimTell and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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