Create a monthly portal governance summary
Turn recurring portal checks into a simple monthly governance record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Portals
Tool to list all portals. use when you need to browse portal metadata with pagination after authentication.
Why this helps
Governance work gets postponed when it requires reconstructing a month of operational context.
- Creates a repeatable governance artifact
- Surfaces unresolved review items
- Makes monthly reporting easier
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Cats once in the Notis portal.
- 2Create an automation named monthly portal governance summary.
- 3Tell Notis to list Cats portals and summarize governance status using your rules and supplied history.
- 4Pick a Notis cron trigger and choose the report destination.
- 5Test with one immediate run using the current baseline.
Questions about this workflow
Does Notis create governance policies?
No. It applies the policies and criteria you provide.
Can I include last month's report?
Yes, provide it as context for the comparison.
How often does it run?
It runs on the monthly schedule you select.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Cats. A trigger fires from one place; an action lands in another.
Mailchimp triggers
Cats actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Portals
Tool to list all portals. use when you need to browse portal metadata with pagination after authentication.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
Connect any two apps with Notis in the middle.
Mailchimp and Cats, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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