Give recurring initiatives a project home
Use a scheduled review to identify a ready initiative from available details and create its Desktime project with an optional first task.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Project with Optional Task
Create a project, optionally with an initial task.
Why this helps
Recurring initiatives can remain informal because nobody takes the time to create a project shell.
- Turn a ready initiative into a project during a planning cadence.
- Create a first task only when the details are clear.
- Reduce the delay between planning and tracking.
Setup
Build it in a few focused steps.
- 1Connect Notis to AnyDB and Desktime once in the portal.
- 2Create an automation in Automations, New Automation, or describe the initiative review to Notis.
- 3Ask Notis to create a project and optional task from initiative details available at review time.
- 4Choose a recurring Notis schedule and report destination.
- 5Test with one real initiative and inspect the created project.
Questions about this workflow
Can Notis find initiative details in AnyDB automatically?
AnyDB has no listed trigger events. The scheduled workflow can only use details made available to Notis through its prompt and connected context.
Will this create a project every time it runs?
Instruct Notis to create a project only when a distinct, ready initiative is present. The workflow should not make cadence-only duplicate projects.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Desktime. A trigger fires from one place; an action lands in another.
AnyDB triggers
Desktime actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Project with Optional Task
Create a project, optionally with an initial task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Account Details
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Get All Company Employees
View the company's employee roster, roles, and statuses.
Get Employee
Retrieves one employee’s information and tracking data for a date, or the current user’s data.
Get Employee Projects
View an employee's project assignments and time tracking for a date.
Get Employee Apps
Retrieves an employee’s tracked app usage for a date, or the current user’s data.
Get Employee Projects and Apps
View an employee's daily work, attendance, and productivity summary.
Get Projects List
View all active company projects and their tasks.
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AnyDB and Desktime, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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