Create a monthly sales summary
Open your monthly review with sales context already assembled.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get sales
Tool to retrieve a list of all sales. use when you need comprehensive sales data for reporting or analytics.
Why this helps
Monthly reporting becomes a recurring scramble when sales data is gathered manually.
- Shorten monthly close reviews
- Reduce manual data gathering
- Keep reporting consistent
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Dripcel once in Notis.
- 2Create an automation named Monthly Sales Summary.
- 3Tell Notis to retrieve Dripcel sales for the prior month and summarize requested totals, trends, and open questions.
- 4Pick a monthly Notis schedule and choose a report channel.
- 5Test one run using a completed month.
Questions about this workflow
Can it summarize by campaign?
Ask Notis to group or discuss sales by campaign when the returned data supports it.
Can it flag missing data?
Yes. Tell Notis to call out missing periods or fields instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Dripcel. A trigger fires from one place; an action lands in another.
Google Slides triggers
Dripcel actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Contact
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Tool to retrieve a list of all campaigns. use after authenticating when you need to paginate or filter campaigns.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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Tool to retrieve a list of deliveries. use when you need to fetch delivered messages optionally filtered by cell or customerid.
Get email templates
Tool to list all available email templates. use when you need to retrieve available templates before sending email campaigns.
Get sales
Tool to retrieve a list of all sales. use when you need comprehensive sales data for reporting or analytics.
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Search replies based on filters
Tool to search replies based on filters. use when you need to find replies by id, campaign, date range, or content.
Connect any two apps with Notis in the middle.
Google Slides and Dripcel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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