Bring partner conversations into quarter close
Before quarter close gets busy, gather the meetings that may need a finance partner follow-up and decide what deserves attention.
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
Quarter close can bring many small follow-ups together, making it easy to overlook an important partner conversation.
- Gather partner meetings before quarter-close work peaks.
- Make relevant conversations visible during financial review.
- Create a repeatable cue for partner follow-up.
Setup
Build it in a few focused steps.
- 1Connect Quiltt and Calendarhero to Notis once through the portal.
- 2Create the automation by asking Notis or using the portal's New Automation flow.
- 3Write one instruction to list Calendarhero meetings for the quarter-close review period.
- 4Choose a quarterly cron schedule and a channel for run reports.
- 5Test with a previous quarter's date range.
Questions about this workflow
Will it decide which partners need a follow-up?
It returns meetings for your review. Your prompt can ask Notis to surface finance-related context when available.
Can I set it to run before quarter close?
Yes. Choose a cron schedule that runs before your close routine.
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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