Prepare a Monthly Campaign Report Pack
Have a fresh campaign analysis ready for monthly reporting without a last minute scramble.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Download Campaign PDF Analysis
Tool to download a pdf analysis report for a processed campaign. use after a campaign has been processed.
Why this helps
Monthly reporting gets delayed when analysis downloads are treated as an afterthought.
- Supports predictable monthly reporting
- Cuts down on manual report preparation
- Makes review inputs easier to find
Setup
Build it in a few focused steps.
- 1Connect Campaign Cleaner in Notis once.
- 2Create a scheduled automation that downloads the PDF analysis for the processed campaign id you specify.
- 3Choose a monthly Notis cron trigger.
- 4Choose where run reports go and test with one run.
Questions about this workflow
What if the campaign is not processed on schedule?
The run report will show that the analysis is unavailable. Adjust the schedule or processing plan as needed.
Can this download several reports?
Describe the campaign ids and desired report handling in the instruction when multiple processed campaigns are in scope.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Campaign cleaner. A trigger fires from one place; an action lands in another.
Typeform triggers
Campaign cleaner actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Campaign
Tool to delete a saved campaign by id. use when you need to remove a campaign after confirming its id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Campaign List
Tool to list all campaigns in the account. use when you need to retrieve campaign listings for reporting or management.
New Form Response
Triggers when a respondent completes and submits the form.
Download Campaign PDF Analysis
Tool to download a pdf analysis report for a processed campaign. use after a campaign has been processed.
Get Campaign Status
Tool to check the processing status of a submitted campaign. use after submitting a campaign to monitor its progress.
Connect any two apps with Notis in the middle.
Typeform and Campaign cleaner, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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