Prepare a weekly performance review automatically
Bring the week’s observations and account metrics together before the review meeting.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Reports
Tool to list all account-level reports. use when you need to fetch aggregated account metrics chronologically after authentication.
Why this helps
Weekly reviews consume time because notes and metrics are gathered separately at the last minute.
- Prepare reviews before meetings
- Connect qualitative notes with metrics
- Reduce recurring reporting effort
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Dotsimple in Notis once.
- 2Create a weekly performance refresh automation.
- 3Tell Notis to read the weekly notes and list the relevant Dotsimple reports with a concise interpretation.
- 4Pick a notis_cron schedule and choose a report channel.
- 5Test with one completed week of notes.
Questions about this workflow
Can it compare weeks?
Yes, if prior reports or baselines are available in the supplied context.
Where should the notes live?
Specify the Google Docs document or naming convention in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Dotsimple. A trigger fires from one place; an action lands in another.
Google Docs triggers
Dotsimple actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Tag
Tool to create a new tag in dotsimple. use when you need to categorize content with custom tags. example: create a tag named "news" with color "#38bdf8".
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Media Files
Tool to delete multiple media files in the workspace. use after confirming unwanted files. call this when you have a list of media ids to remove. returns success status.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Delete Tag
Tool to delete a tag by its uuid. use when you need to remove a specific tag; ensure the uuid is correct before invoking.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Get Media File
Tool to retrieve details of a specific media file. use when you have the mediafileid and need its metadata.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Get Tag by UUID
Tool to retrieve details for a specific tag by uuid. use when you need full tag information after obtaining its identifier.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
List Accounts
Tool to list all connected social media accounts in the workspace. use when you need to retrieve available accounts before posting or scheduling content.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
List Autoresponders
Tool to list all autoresponders. use when you need to browse through your autoresponder setup.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
List Media Files
Tool to list all media files with optional pagination. use when you need to retrieve or browse uploaded media files page by page.
Connect any two apps with Notis in the middle.
Google Docs and Dotsimple, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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