Keep KPI definitions easy to understand
A monthly definition check helps future-you remember exactly what each agent metric means.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update KPI
Tool to update an existing KPI in SimpleKPI. Use when you need to modify KPI properties such as name, description, target values, or settings.
Why this helps
A KPI name may remain while its meaning drifts, leaving reviews open to misinterpretation.
- Preserve shared understanding of each metric
- Reduce time spent reconstructing intent
- Keep KPI descriptions aligned with current practice
Setup
Build it in a few focused steps.
- 1Connect Stack Ai and SimpleKPI to Notis once in the portal.
- 2Create an automation or ask Notis to review Stack Ai-related KPI definitions each month and update descriptions when evidence supports it.
- 3Set a plain-language rule to update only changed definitions and report ambiguous cases.
- 4Choose a monthly trigger and report channel, then test with one KPI whose definition recently changed.
Questions about this workflow
Does a definition need to be updated every month?
No. The monthly run is a check; update only when the available information shows a real change.
Can the workflow rename KPIs?
The prompt can ask for a name change when supported, but this workflow focuses on keeping descriptions clear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stack Ai to Simplekpi. A trigger fires from one place; an action lands in another.
Stack Ai triggers
Simplekpi actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add User Group Item
Tool to assign a group item to a user in SimpleKPI. Use when you need to add a group item to a specific user's profile.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User KPI
Tool to assign a KPI to a user in SimpleKPI. Use when you need to link a KPI to a specific user with optional custom target and display order.
Create Category KPI
Tool to create a new KPI within a category in SimpleKPI. Use when you need to add a new performance indicator to track metrics like sales, revenue, or customer satisfaction.
Create Group
Tool to create a new group in SimpleKPI. Use when you need to organize KPIs or users into logical groups for better organization and reporting.
Create Group Item
Tool to create a new item within a group in SimpleKPI. Use when you need to add a new item to an existing group for organizing KPIs or data.
Create KPI
Tool to create a new KPI with specified configuration. Use when you need to add a new Key Performance Indicator to track metrics.
Create KPI Category
Tool to create a new KPI category in SimpleKPI. Use when you need to organize KPIs into logical groups or categories.
Create KPI Unit
Tool to create a new KPI unit in SimpleKPI. Use when you need to define a measurement unit for KPI tracking.
Connect any two apps with Notis in the middle.
Stack Ai and Simplekpi, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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