Keep scan history reviews on your calendar
Choose a cadence and let Notis retrieve the scan history you want to review, with results in your run reports.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve bulk scan records
Tool to retrieve bulk scan records. Use after specifying filters to fetch scan history in JSON or CSV for reporting.
Why this helps
Scan history reviews are easy to postpone when exporting records requires remembering a separate task.
- Put recurring scan history review on a schedule.
- Reduce the need to remember manual record retrieval.
- Review retrieved records through the configured run report destination.
Setup
Build it in a few focused steps.
- 1Connect CodeREADr once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis which scan records to retrieve and what summary or review you need, using available filters and data.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real example and review the retrieved records and run report.
Questions about this workflow
Can Notis report on any date range or field I want?
It can retrieve bulk scan records using supported filters. Specify the scope you need and confirm available record data in a test run.
Where will the report appear?
Choose the destination for run reports when setting up the automation. The workflow retrieves records for review; it does not promise a separate report format beyond the action output.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Codereadr. A trigger fires from one place; an action lands in another.
Gmail triggers
Codereadr actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Collect Data With Questions
Tool to configure data collection forms by adding custom questions. Use after creating a service to collect survey questions after each scan.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Configure CodeREADr Connector
Helper to guide configuring the CodeREADr Connector for Google Sheets. There is no public API to programmatically create connector configurations. This tool validates your API connectivity (optional) and returns clear steps to proceed via the Google Sheets Add-on UI: https://www.codereadr.com/knowledgebase/codereadr-connector-add-on/
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Configure Direct Scan URL (DSU)
Tool to configure a Direct Scan URL (DSU). Use after obtaining a valid service ID to set up scan callbacks. Use when you need to enable or update the DSU postback settings for a CodeREADr service.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Configure CodeREADr Kiosk Mode
Tool to enable and configure Kiosk Mode for unattended scanning. Use when setting up a dedicated scanning kiosk after service setup.
Configure Picking, Delivery & Receiving App
Tool to configure the complete picking, delivery, and receiving workflow. Use when setting up scan workflow endpoints for an existing CodeREADr service.
Configure CodeREADr Postback URL
Tool to configure a real-time postback URL for a CodeREADr service. Use when you need to set up or modify scan forwarding for an existing service.
Create CodeREADr Service
Tool to create a new workflow configuration (service) for scanning tasks. Use after obtaining a valid API key when registering a new Service.
Delete CodeREADr Database
Tool to delete an existing CodeREADr database. Use when you need to remove a database by its ID after confirming you no longer need its data. Example prompt: "Delete database with ID 123e4567-e89b-12d3-a456-426614174000".
Connect any two apps with Notis in the middle.
Gmail and Codereadr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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