Review directory data categories from a Coda planning document
Start a category review from the planning document where the work already begins.
Trigger
New Coda Document Trigger
Triggers when a new Coda document is created.
Action
Get Data Categories
This tool fetches all data categories in a brilliant directories website. data categories are distinct from top categories and represent the various types of data organization within the system.
Why this helps
Category decisions get delayed when teams must open the directory separately to inspect available data structures.
- See current categories during planning
- Reduce app switching
- Give stakeholders a timely category snapshot
Setup
Build it in a few focused steps.
- 1Connect Coda and Brilliant Directories once in Notis.
- 2Create an automation that fetches Brilliant Directories data categories and summarizes what is relevant to the new Coda document.
- 3Pick the New Coda Document trigger.
- 4Choose the report channel.
- 5Test with one category planning document.
Questions about this workflow
Does this change categories?
No, this workflow only retrieves and summarizes the available data categories.
Can the report focus on one initiative?
Yes, name the initiative or category terms in the Coda document and ask Notis to focus its summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Brilliant directories. A trigger fires from one place; an action lands in another.
Coda triggers
Brilliant directories actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create User
This tool creates a new user record in the brilliant directories website database. it supports creating new users with essential details such as email, password, subscriptionid and optional parameters including name, company, contact details, and address information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete User
This tool deletes an existing user record from the brilliant directories website database. it allows for the complete removal of a user record and, optionally, the deletion of the member's uploaded images.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
Get Data Categories
This tool fetches all data categories in a brilliant directories website. data categories are distinct from top categories and represent the various types of data organization within the system.
New Coda Document Trigger
Triggers when a new Coda document is created.
Get Lead Fields
This tool retrieves all available fields in the leads table from a brilliant directories website. it returns a json object containing a list of fields and their associated metadata (field name, field type, field label, whether the field is required, and if it is a system field) that can be used to understand the structure and metadata of lead-related fields.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Get Reviews Fields
This tool retrieves all the available fields in the users reviews table from a brilliant directories website. it is a standalone tool that requires only authentication and provides a comprehensive list of review information such as review text, rating, timestamp, user identification fields, and any custom configured fields in the reviews system.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Get User Fields
This tool fetches all available fields from the users data table in your brilliant directories website. it provides a detailed list of available fields for user operations including creation, updating, and retrieval.
Connect any two apps with Notis in the middle.
Coda and Brilliant directories, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brilliant directories.