Give weekly AimTell campaign reviews a home in Dart
Turn the campaign notes you provide into a readable weekly recap your team can revisit.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Doc
Creates a new document in Dart.
Why this helps
Campaign observations spread across the week are easy to forget when it is time to decide what to change next.
- Collect supplied weekly observations in one document.
- Make review notes easier to find and share with the team.
- Reduce the effort of preparing a recurring campaign recap.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Dart once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation in the portal.
- 3In one instruction, ask Notis to create a weekly Dart doc from the AimTell campaign notes and metrics you provide.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real set of campaign notes.
Questions about this workflow
Will Notis automatically pull campaign history from AimTell?
No AimTell trigger events are listed. The automation can summarize information available in the run context or supplied by you.
Can the recap include comparisons over time?
Yes, if you provide the relevant history or baseline. Otherwise, the recap should stick to the information supplied for that run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Dart. A trigger fires from one place; an action lands in another.
AimTell triggers
Dart actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Task Comment
Adds a comment to a DART task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Task Attachment From URL
Downloads a file from a URL and attaches it to a task asynchronously.
Add Task Time Tracking
Records time spent on a DART task.
Create Doc
Creates a new document in Dart.
Create Task
Creates a new task in DART.
Delete Doc
Moves a Dart document to the recoverable trash.
Delete Task
Moves a Dart task to the recoverable trash.
Get User Space Configuration
Retrieves workspace configuration, including available boards and statuses.
Connect any two apps with Notis in the middle.
AimTell and Dart, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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