Bring dashboard details into your weekly review
Have Notis retrieve the details of a dashboard you review regularly, so the information is ready when you check in.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Dashboard Details
This tool retrieves detailed information about a specific dashboard (formerly known as tab) in klipfolio. it allows users to obtain comprehensive information including properties, settings, and metadata of the dashboard.
Why this helps
A recurring review loses momentum when you have to gather the same dashboard context from scratch.
- Bring specified dashboard information into a recurring review.
- Reduce repeated navigation and lookup work.
- Keep a consistent review rhythm.
Setup
Build it in a few focused steps.
- 1Connect Klipfolio to Notis once through the portal.
- 2Tell Notis which Klipfolio dashboard details to retrieve for your weekly review.
- 3Choose a weekly schedule and run-report channel, then test the first retrieval.
Questions about this workflow
Does this update dashboard settings?
No. It retrieves details about the specified dashboard.
Can the schedule match my review day?
Set the recurring schedule to the day and time that fits your review routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Klipfolio. A trigger fires from one place; an action lands in another.
Telegram triggers
Klipfolio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Append Data to Data Source
This tool appends plain-text or csv data to an existing data source in klipfolio. it requires two parameters: 'data' which contains the data in plain-text or csv format, and 'data source id' which specifies the target data source.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Data Source
This tool creates a new data source in klipfolio. it uses the post /datasources endpoint to add a data source with required parameters (name, format, connector, endpointurl) and optional parameters (description, refreshinterval, method, additionalproperties).
New Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
Create Tab (Dashboard)
This tool creates a new tab (dashboard) in klipfolio. a tab serves as a container for organizing and displaying klips (data visualizations) in a meaningful way. the tool allows users to set up a new dashboard with specific properties and configurations.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Delete Data Source
This tool permanently removes a specified data source from the klipfolio account. this operation is destructive and cannot be undone. the data source must not be currently in use, and proper permissions are required.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
Get Dashboard Details
This tool retrieves detailed information about a specific dashboard (formerly known as tab) in klipfolio. it allows users to obtain comprehensive information including properties, settings, and metadata of the dashboard.
Message Edited
Triggered when a message in a chat your bot can see is edited by its sender.
Get Data Source Instance Details
This tool retrieves detailed information about a specific data source instance in klipfolio. it can return data in either json or csv format depending on the data source type.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
Get Klips
This tool retrieves a list of all klips accessible to the authenticated user. klips are visualization components in klipfolio that display data in various formats like charts, tables, or metrics.
Get User Profile
This tool is used to retrieve the authenticated user's profile information and test the authentication status. it verifies api connectivity and access permissions by returning profile details such as user id, username, email, company information, role and permissions, and account status.
Connect any two apps with Notis in the middle.
Telegram and Klipfolio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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