Review credentials from a chosen date range
Get a recurring report of credentials matching a date range you specify, ready for a quick review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Credentials
Search credentials matching criteria such as status, recipient, or date.
Why this helps
Reconstructing recent credential activity by hand can take time and leave gaps in routine reporting.
- Search with supported date criteria
- Summarize matching credential records
- Make recurring review easier to complete
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Certifier once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: search using supported credential date criteria and summarize matching results.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real date-based search.
Questions about this workflow
Can it determine a custom reporting period automatically?
Specify the desired date criteria in the instruction and use the search options supported by Certifier.
Can it report a change from the prior period?
A comparison requires a prior baseline or period results supplied to the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Certifier. A trigger fires from one place; an action lands in another.
Anthropic administrator triggers
Certifier actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Send a Credential
Sends a published credential by email.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create, issue, and send credential
Creates, issues, and sends a credential in one action.
List Attributes
List available credential attributes.
List Credential Interactions
Lists interaction events for a specific credential.
List Credentials
Lists credentials.
List Designs
Lists certificate and badge designs.
List Groups
Lists groups.
List Email Templates
List email templates available for credential delivery.
Connect any two apps with Notis in the middle.
Anthropic administrator and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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