Build a steady monthly view of agent trends
Capture the same measures each month and make it easier to notice whether your AI operations are moving in the right direction.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Batch KPI Entries
Tool to batch create or update multiple KPI entries at once. Use when you need to load multiple KPI data points efficiently (up to 5000 entries per batch). Each entry must have a kpi_id, entry_date, and either email or user_id.
Why this helps
One-off observations make it difficult to separate a lasting trend from a noisy week.
- Build comparable monthly history
- Notice movement beyond day-to-day noise
- Reduce repeated data collection
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 record a monthly Stack Ai trend snapshot in SimpleKPI.
- 3Specify the recurring measures and the monthly period in one plain-language instruction.
- 4Select a monthly trigger and report channel, then test with one actual month's data.
Questions about this workflow
Why record monthly values?
Monthly entries can make broad movement easier to see than isolated daily results.
Can the workflow replace existing entries?
Ask Notis to add the period's entry once and update an existing record only when it is clearly a correction.
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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