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Capture campaign lessons every month

A short recurring retrospective helps turn campaign activity into decisions the team can reuse.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create Check-in

Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.

Why this helps

Useful campaign lessons fade when the team moves straight to the next launch without recording what it learned.

  • Collect outcomes and lessons in a repeatable format.
  • Encourage the team to choose experiments for next month.
  • Keep learning visible beyond the launch week.

Setup

Build it in a few focused steps.

  • 1Connect AimTell and Dailybot once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or describe the check-in outcome to Notis.
  • 3Ask Notis to create a recurring check-in for campaign outcomes, lessons, and next experiments from a template.
  • 4Pick notis_cron and set the monthly cadence, then choose where run reports go.
  • 5Test the check-in with one example and confirm the questions.

Questions about this workflow

Will it gather campaign outcomes automatically?

No. The check-in collects responses from participants. Provide any campaign analytics or baselines you want included.

Can questions be adjusted?

Describe the desired outcome and check-in template in your instruction. The available action creates a check-in based on a template.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link AimTell to Dailybot. A trigger fires from one place; an action lands in another.

AimTell triggers

Dailybot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Find User by UUID

Retrieves a DailyBot user's details by UUID.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Check-in

Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.

ActionInstant

Find Workflow by Name

Finds DailyBot workflows by name.

ActionInstant

Get All Users

Retrieves users in the authenticated DailyBot organization.

ActionInstant

Give Kudos to Users

Gives kudos to one or more DailyBot users.

ActionInstant

Send Message

Sends a message to DailyBot users or channels.

ActionInstant

Connect any two apps with Notis in the middle.

AimTell and Dailybot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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