Close the month with a clear meeting scan
Pair month-end admin with a simple view of the meetings that may need financial or client follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Meetings
Tool to retrieve the user's meetings within a specified timeframe. use after confirming date range to fetch raw calendar data.
Why this helps
Month-end close can crowd out the memory of which conversations still need an action.
- Review meeting activity for a defined month-end period.
- Spot conversations that may need a finance-related next step.
- Add a repeatable calendar check to a busy close routine.
Setup
Build it in a few focused steps.
- 1Connect Quiltt and Calendarhero to Notis once through the portal.
- 2Ask Notis to create the automation or open Automations -> New Automation in the portal.
- 3Describe in one prompt that Calendarhero meetings for the month-end date range should be listed for review.
- 4Choose a monthly cron trigger and a channel for run reports.
- 5Test with one completed month-end date range.
Questions about this workflow
Does the scan decide which meetings need follow-up?
It retrieves meetings for your review. Your prompt can ask Notis to highlight relevant context when available.
Can this run monthly?
Yes. Set a monthly cron schedule in Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Quiltt to Calendarhero. A trigger fires from one place; an action lands in another.
Quiltt triggers
Calendarhero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Calendar Connection
Tool to add a calendar integration to a user's account. use after gathering provider credentials.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact. use after confirming contact details before making the api call.
Create Meeting Request V2
Tool to create a new meeting request in calendarhero. use when scheduling a meeting with participants, time range, and additional details.
Fetch Contact
Fetch contact
Fetch Meeting Details
Tool to fetch details for meetings within a specified timeframe. use this after user provides start and end datetimes in iso8601.
Fetch User Profile
Tool to fetch the profile details of the authenticated user. use after obtaining a valid access token.
List Meetings
Tool to retrieve the user's meetings within a specified timeframe. use after confirming date range to fetch raw calendar data.
List Meeting Templates
Tool to list all meeting templates available for quick scheduling. use after authenticating and when you need to retrieve available templates before scheduling.
Connect any two apps with Notis in the middle.
Quiltt and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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