Make weekly workload reviews easier to prepare
Bring the data you need into a predictable review rhythm, instead of scrambling to find it when the week is already moving.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Data Source Instance Details
This tool retrieves detailed information about a specific data source instance in klipfolio. it can return data in either json or csv format depending on the data source type.
Why this helps
A weekly review is harder to start when you have to remember where the latest reporting data lives.
- Put a recurring review check on a dependable cadence.
- Reduce preparation and tool-hunting before planning.
- Make workload reflection easier to sustain.
Setup
Build it in a few focused steps.
- 1Connect Klipfolio to Notis once through the portal.
- 2Create an automation or ask Notis to retrieve the relevant Klipfolio data source instance for a weekly workload review.
- 3Choose a weekly schedule, set its time and timezone, and select a run-report channel.
- 4Review the first run and confirm it retrieved the intended source.
Questions about this workflow
Does retrieving a source refresh it first?
This action retrieves details for a data source instance. If you need a refresh first, include that intended sequence in the instruction and verify the run behavior.
What data should I choose?
Describe the existing source that supports your review in the prompt so Notis can identify the intended information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Klipfolio. A trigger fires from one place; an action lands in another.
Linear triggers
Klipfolio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Append Data to Data Source
This tool appends plain-text or csv data to an existing data source in klipfolio. it requires two parameters: 'data' which contains the data in plain-text or csv format, and 'data source id' which specifies the target data source.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Data Source
This tool creates a new data source in klipfolio. it uses the post /datasources endpoint to add a data source with required parameters (name, format, connector, endpointurl) and optional parameters (description, refreshinterval, method, additionalproperties).
Comment Received Trigger
Triggered when a comment is received.
Create Tab (Dashboard)
This tool creates a new tab (dashboard) in klipfolio. a tab serves as a container for organizing and displaying klips (data visualizations) in a meaningful way. the tool allows users to set up a new dashboard with specific properties and configurations.
Issue Created Trigger
Triggered when a new issue is created.
Delete Data Source
This tool permanently removes a specified data source from the klipfolio account. this operation is destructive and cannot be undone. the data source must not be currently in use, and proper permissions are required.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Get Dashboard Details
This tool retrieves detailed information about a specific dashboard (formerly known as tab) in klipfolio. it allows users to obtain comprehensive information including properties, settings, and metadata of the dashboard.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Get Data Source Instance Details
This tool retrieves detailed information about a specific data source instance in klipfolio. it can return data in either json or csv format depending on the data source type.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Get Klips
This tool retrieves a list of all klips accessible to the authenticated user. klips are visualization components in klipfolio that display data in various formats like charts, tables, or metrics.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Get User Profile
This tool is used to retrieve the authenticated user's profile information and test the authentication status. it verifies api connectivity and access permissions by returning profile details such as user id, username, email, company information, role and permissions, and account status.
Connect any two apps with Notis in the middle.
Linear and Klipfolio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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