Bring BigML context into dashboard reviews
Add model context to a scheduled review of Salesforce dashboards and surface the dashboards most relevant to your stated goals.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List dashboards
Lists all dashboards available in salesforce with basic metadata including name, id, and urls.
Why this helps
Founders can lose time opening dashboards without knowing which ones connect to current model signals or decisions.
- Focus dashboard review on stated priorities.
- Use available BigML output as supporting context.
- Get a concise report instead of opening dashboards one by one.
Setup
Build it in a few focused steps.
- 1Connect BigML and Salesforce once in the Notis portal.
- 2Create an automation for dashboard review.
- 3In one instruction, ask Notis to review available Salesforce dashboard metadata alongside the supplied BigML signals and report relevant dashboards with the reason each matters.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review and confirm findings reflect available dashboard data.
Questions about this workflow
Does this read dashboard metrics?
The selected action returns dashboard metadata. Do not assume it provides underlying dashboard component values unless those are available through connected data.
Can it decide dashboard priorities?
Yes, using criteria you state and available BigML context. Supply any targets or baselines that are not available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigml to Salesforce. A trigger fires from one place; an action lands in another.
Bigml triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Bigml and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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