Prepare a quarterly client time summary
Bring client context and tracked project time together before the review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Employee Projects
Tool to retrieve information about projects assigned to employees, including project names, durations, and statuses. use when you need to fetch per-employee project tracking data for a specific date.
Why this helps
Quarterly summaries become a scramble through folders, projects, and separate reports.
- Reduce reporting preparation
- Support clearer client conversations
- Spot delivery effort trends
Setup
Build it in a few focused steps.
- 1Connect OneDrive and DeskTime in Notis once.
- 2Create a quarterly summary automation.
- 3Tell Notis to read the relevant OneDrive client records, retrieve DeskTime employee project data for the quarter, and draft a concise summary.
- 4Pick a recurring quarterly schedule and a report channel.
- 5Test with one completed quarter.
Questions about this workflow
Can it calculate profitability?
Only if you provide rates and other required financial inputs.
Can it summarize one client?
Yes. Specify the client records and project scope.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Desktime. A trigger fires from one place; an action lands in another.
One drive triggers
Desktime actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Project with Optional Task
Tool to create a new project with an optional initial task. use when you need to set up a new desktime project programmatically.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Account Details
Tool to retrieve detailed information about the authenticated user's company account. use after confirming the api key is valid to fetch company name, work settings, account timezone, and timestamp.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Get All Company Employees
Tool to list all employees in the company, including their roles and statuses. use after confirming valid credentials to fetch the organization’s roster.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Get Employee Data
Tool to fetch data for all employees within the company. use after verifying the api key is valid.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Get Employee Projects
Tool to retrieve information about projects assigned to employees, including project names, durations, and statuses. use when you need to fetch per-employee project tracking data for a specific date.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Get Employee Projects and Apps
Tool to retrieve an employee's tracked projects and application usage. use when you need combined project/app time data for a given employee and date (defaults to current user and today). example: "get projects and apps for employee 711867 on 2025-07-28."
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Get Projects List
Tool to retrieve all active projects for the company, including related tasks. use when you need projects overview after authentication.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
Ping DeskTime API
Tool to check the api's availability and confirm the service is operational. use when you need to verify that the desktime api is reachable and responsive.
Connect any two apps with Notis in the middle.
One drive and Desktime, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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