Review employee project load every week
A scheduled project load review helps you plan capacity before new work piles up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Employee Projects
Tool to retrieve information about projects assigned to employees, including project names, durations, and statuses. use when you need to fetch per-employee project tracking data for a specific date.
Why this helps
Over-commitment becomes visible only after deadlines slip because project load was not reviewed regularly.
- Plan capacity proactively
- Spot overloaded project portfolios
- Prepare clearer allocation decisions
Setup
Build it in a few focused steps.
- 1Connect DeskTime in Notis once.
- 2Create an automation named Weekly employee project load.
- 3Tell Notis to retrieve employee project data for the review date and summarize workload signals, stating when date or employee context is missing.
- 4Pick a Notis cron trigger and set the weekly time and timezone.
- 5Choose a report channel and test with one real scheduled run.
Questions about this workflow
What date should the schedule use?
Specify the review date in the prompt, such as the current day when the run occurs.
Does it reassign projects?
No. Action 5233 retrieves project information for analysis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Desktime. A trigger fires from one place; an action lands in another.
Typeform triggers
Desktime actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Project with Optional Task
Tool to create a new project with an optional initial task. use when you need to set up a new desktime project programmatically.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Account Details
Tool to retrieve detailed information about the authenticated user's company account. use after confirming the api key is valid to fetch company name, work settings, account timezone, and timestamp.
New Form Response
Triggers when a respondent completes and submits the form.
Get All Company Employees
Tool to list all employees in the company, including their roles and statuses. use after confirming valid credentials to fetch the organization’s roster.
Get Employee Data
Tool to fetch data for all employees within the company. use after verifying the api key is valid.
Get Employee Projects
Tool to retrieve information about projects assigned to employees, including project names, durations, and statuses. use when you need to fetch per-employee project tracking data for a specific date.
Get Employee Projects and Apps
Tool to retrieve an employee's tracked projects and application usage. use when you need combined project/app time data for a given employee and date (defaults to current user and today). example: "get projects and apps for employee 711867 on 2025-07-28."
Get Projects List
Tool to retrieve all active projects for the company, including related tasks. use when you need projects overview after authentication.
Ping DeskTime API
Tool to check the api's availability and confirm the service is operational. use when you need to verify that the desktime api is reachable and responsive.
Connect any two apps with Notis in the middle.
Typeform and Desktime, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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