Prepare for the next finance check-in
Look ahead at recurring finance reviews and gather the context each upcoming check-in needs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Event Instances
Returns instances of the specified recurring event.
Why this helps
Recurring events can become routine enough that preparation gets skipped until the meeting starts.
- Surfaces upcoming instances of a recurring review
- Encourages preparation before each check-in
- Keeps recurring finance work connected to supplied context
Setup
Build it in a few focused steps.
- 1Connect Airwallex and Google Calendar once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for recurring review preparation.
- 3Tell Notis which recurring calendar event to retrieve and what Airwallex context to prepare for its upcoming instances.
- 4Choose a notis_cron schedule and where run reports should go.
- 5Test with one existing recurring review event and verify the instances returned.
Questions about this workflow
Does this create a recurring review series?
No. Get Event Instances retrieves occurrences of an existing recurring event.
What if the review is not recurring?
Use a calendar search or list action for a non-recurring event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airwallex to Google Calendar. A trigger fires from one place; an action lands in another.
Airwallex triggers
Google Calendar actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Insert Calendar into List
Inserts an existing calendar into the user's calendar list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Update Calendar List Entry
Updates an existing entry on the user\'s calendar list.
Delete Calendar
Deletes a secondary calendar. use calendars.clear for clearing all events on primary calendars.
Update Calendar
Updates metadata for a calendar.
Clear Calendar
Clears a primary calendar. this operation deletes all events associated with the primary calendar of an account.
Create Event
Creates an event on a google calendar, needing rfc3339 utc start/end times (end after start) and write access to the calendar. by default, adds the organizer as an attendee unless exclude organizer is set to true.
Delete event
Deletes a specified event by `event id` from a google calendar (`calendar id`); this action is idempotent and raises a 404 error if the event is not found.
Create a calendar
Creates a new, empty google calendar with the specified title (summary).
Connect any two apps with Notis in the middle.
Airwallex and Google Calendar, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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