Set up CommCare reference data with less repetition
Reference data setup can interrupt focused work. Schedule a Notis run to create a CommCare lookup table when you provide the approved data and table purpose.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lookup Table
Create a lookup table in a domain.
Why this helps
Teams can lose time recreating reference structures when a new CommCare workflow needs a lookup table.
- Create a new lookup table in the specified CommCare domain.
- Turn a planned setup task into a scheduled, reportable run.
- Keep the table purpose and approved reference data in the automation instructions.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and CommCare once in the Notis portal.
- 2Create an automation in Automations, or tell Notis in plain language from any channel.
- 3Describe the outcome: create a named CommCare lookup table using the supplied approved reference data.
- 4Pick a schedule and choose where run reports go.
- 5Test with one real domain and a small approved data set.
Questions about this workflow
Does the action update an existing lookup table?
The listed action creates a new lookup table. Do not assume it updates or replaces an existing table.
What permission is needed?
CommCare requires Edit Apps permission for lookup table creation.
Where does the table data come from?
Provide the approved reference data and its intended purpose in the automation prompt or run context. The action does not provide an external data source by itself.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to CommCare. A trigger fires from one place; an action lands in another.
Anthropic administrator triggers
CommCare actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Lookup Table
Create a lookup table in a domain.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Web User Invitation
Create an invitation for a new web user.
List Reports
List reports configured in a project.
Single Sign On
Validate a user’s login and retrieve their profile.
Submit Form ODK Compatible
Submit form data using an ODK-compatible endpoint.
Submit Form to Application
Submits an XForm to a specified CommCare application.
Connect any two apps with Notis in the middle.
Anthropic administrator and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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