Carry quarterly plans into your KPI targets
Give agreed quarterly changes a clear path into your metrics, so the dashboard supports the plan you are following.
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
Planning and KPI maintenance happen separately, leaving teams to reconcile conflicting targets later.
- Keep active targets aligned with the plan
- Reduce end-of-quarter surprises
- Make review expectations easier to understand
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 align existing AI-related KPI settings with confirmed quarterly plans.
- 3State in one plain-language instruction to update only clearly agreed changes.
- 4Choose a quarterly trigger and run-report channel, then test with one KPI and an agreed plan update.
Questions about this workflow
Will it change every KPI?
Limit the prompt to the existing KPIs covered by the quarterly plan and only update supported changes.
What if the plan is still in discussion?
Notis should report the open decision and leave the KPI settings unchanged until the plan is confirmed.
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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