Automatic Monthly Portfolio Snapshot
Every month, know exactly how many sites you're managing. Portfolio growth tracked automatically.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Resources PV Power Sites
Tool to list PV power resources available to authenticated user. Use when you need to retrieve the list of PV power sites with optional filtering by entitlement level.
Why this helps
Portfolio scope is easy to lose track of without regular reviews, leading to disconnected planning and surprise gaps.
- Portfolio snapshot generated monthly
- Site count and growth tracked automatically
- Scope always visible and manageable
- Growth trends identified easily
Setup
Build it in a few focused steps.
- 1Connect Page x and Solcast to Notis.
- 2Ask Notis: 'Send me a monthly snapshot of all my PV Power resources to track portfolio growth.'
- 3Set the trigger to Cron - Monthly on the 15th at 9:00 AM (or your preferred date).
- 4Choose notification: Email report, Slack summary, or Telegram.
- 5Review your portfolio snapshot each month and note growth trends.
Questions about this workflow
What's included in the portfolio snapshot?
Complete resource list with site name, location, capacity, and status. Notis can customize the details included.
Can I compare month-to-month growth?
Yes. Archive snapshots and Notis can show growth trends over quarters.
Can I segment by region or status?
Absolutely. Notis can filter for specific regions, operational status, or client types.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Page x to Solcast. A trigger fires from one place; an action lands in another.
Page x triggers
Solcast actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Historic Radiation And Weather
Tool to get historical irradiance and weather estimated actuals for a requested location. Use when you need historical solar radiation and weather data from 2007-01-01 to 7 days ago, for up to 31 days at a time.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get PV Power Resource
Tool to retrieve a specific PV power resource by its unique identifier. Use when you need to fetch complete resource configuration including capacity, orientation, tracking, and derating parameters.
Get Resources PV Power Sites
Tool to list PV power resources available to authenticated user. Use when you need to retrieve the list of PV power sites with optional filtering by entitlement level.
Patch PV Power Resource
Tool to partially update an existing PV power resource's technical specifications. Use when you need to modify specific resource configuration fields without replacing the entire resource.
Create PV Power Resource
Tool to create a new PV power resource for Advanced PV Power forecasting. Use when you need to add a new solar installation site with comprehensive technical specifications including capacity, orientation, tracking parameters, and derating factors.
Update PV Power Resource
Tool to update an existing PV power resource with comprehensive technical specifications for solar installation site modeling. Use when you need to modify resource configuration including capacity, orientation, tracking parameters, derating factors, and bifacial system settings.
Connect any two apps with Notis in the middle.
Page x and Solcast, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Solcast.