Prepare Campaign Plans From Chatforma Segments
Start campaign planning with segment context already gathered in Notion.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Notion page
Creates a new empty page in a notion workspace.
Why this helps
Planning a broadcast can stall while audience definitions and campaign context are scattered across tools.
- Create a consistent starting point for campaign planning.
- Call out details that still need a human check.
- Keep segment context beside campaign decisions.
Setup
Build it in a few focused steps.
- 1Connect Chatforma and Notion once in Notis.
- 2Create an automation in Notis and name it for campaign planning.
- 3Ask Notis to review accessible Chatforma segment information and create a Notion page with a concise audience summary, planning questions, and any unavailable details clearly marked.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real segment and check the page content.
Questions about this workflow
Will this send a Chatforma broadcast?
No. It creates a planning page in Notion. It does not send broadcasts.
What if segment details are unavailable?
The instruction should ask Notis to identify unavailable information for review rather than guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chatforma to Notion. A trigger fires from one place; an action lands in another.
Chatforma triggers
Notion actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add multiple content blocks (bulk, user-friendly)
Efficiently adds multiple standard content blocks to a notion page in a single api call with automatic markdown parsing. the 'content' field in notionrichtext blocks now automatically detects and parses markdown formatting including headers (# ## ###), bold (**text**), italic (*text*), strikethrough (~~text~~), inline code (`code`), links ([text](url)), and more. ideal for bulk content creation, ai agents, and replacing multiple individual add page content calls. supports automatic text formatting, content splitting, and up to 100 blocks per request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add content to Notion page
Deprecated: appends a single content block to a notion page or a parent block (must be page, toggle, to-do, bulleted/numbered list, callout, or quote); invoke repeatedly to add multiple blocks.
Append complex blocks (advanced, full control)
Appends complex blocks with full notion block structure to a parent block or page. use for advanced scenarios requiring precise control: code blocks, tables, embeds, nested children within blocks, or when working with pre-built notion block objects. requires full notion api block schema - use add multiple page content for simpler content creation.
Archive Notion Page
Archives (moves to trash) or unarchives (restores from trash) a specified notion page.
Create comment
Adds a comment to a notion page (via `parent page id`) or to an existing discussion thread (via `discussion id`); cannot create new discussion threads on specific blocks (inline comments).
Create Notion Database
Creates a new notion database as a subpage under a specified parent page with a defined properties schema; use this action exclusively for creating new databases.
Create Notion page
Creates a new empty page in a notion workspace.
Delete a block
Archives a notion block, page, or database using its id, which sets its 'archived' property to true (like moving to "trash" in the ui) and allows it to be restored later.
Connect any two apps with Notis in the middle.
Chatforma and Notion, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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