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Notis

Answer Performance Metric Questions From Outlook

Turn reporting requests into a focused list of available indicators.

Trigger

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

Action

Get Performance Indicators

Tool to retrieve the list of performance metric indicators. use when you need to list available performance indicators for data analysis. examples: "list performance metrics".

Why this helps

Performance questions stall when metric definitions are scattered across tools.

  • Speeds up reporting setup
  • Clarifies metric availability
  • Reduces back and forth

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Connecteam in Notis once.
  • 2Create an automation that identifies the reporting topic in each new message and retrieves matching performance indicators.
  • 3Pick New Outlook Message as the trigger.
  • 4Choose a report channel and test with one real reporting request.

Questions about this workflow

Can it retrieve the full indicator list?

Yes, Get Performance Indicators returns the available metrics.

Does it calculate performance?

No, it retrieves indicators; any baseline or calculation must be supplied separately.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Outlook to Connecteam. A trigger fires from one place; an action lands in another.

Outlook triggers

Connecteam actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Archive Users

Tool to archive one or more users by their unique ids. use when you need to deactivate users without deleting their records.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Users

Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.

ActionInstant

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

Generate Upload URL

Tool to generate a pre-signed url for uploading a file. use when you need a secure, time-limited url prior to file upload.

ActionInstant

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

Get Chat

Tool to retrieve chat conversations. use when you need to list all team chats/channels after confirming your communications hub is on expert plan.

ActionInstant

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

Get Custom Field Categories

Tool to retrieve all custom field categories. use when you need to list or filter custom field categories in your connecteam account.

ActionInstant

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

Get Custom Fields

Tool to retrieve all custom fields associated with the account. use when you need to filter, sort, or page through custom fields after authentication.

ActionInstant

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

Get Forms

Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.

ActionInstant

Get Jobs

Tool to retrieve a list of job objects relevant to a specific instance id. use after confirming scheduler or time clock instance id when you need to filter and page through jobs.

ActionInstant

Connect any two apps with Notis in the middle.

Outlook and Connecteam, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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