Prepare a Sponsor Contact Review from Channel Activity
Keep sponsor follow-up attached to the work that prompted it. Notis can review recent channel activity, look up relevant Elorus contacts, and summarize candidates for you.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contacts
Retrieve your contacts.
Why this helps
Finding the right sponsor contact after a campaign or deliverable can mean searching old notes and billing records all over again.
- Review activity for sponsor follow-up cues you define.
- Retrieve Elorus contacts using the names or identifiers available to the workflow.
- Receive a concise candidate list for manual review.
Setup
Build it in a few focused steps.
- 1Connect YouTube and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the scheduled contact review.
- 3Describe the activity cues and contact matching rules; provide any campaign or sponsor context not present in event data.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real review period and check contact candidates for accuracy.
Questions about this workflow
Will Notis send sponsor outreach?
No. The available action retrieves contacts. The workflow prepares information for your review and does not send messages.
Can it find contacts from a campaign name alone?
Only if that name or a related identifier is available to the workflow or provided in your instructions and Elorus records.
How should I avoid duplicate contacts in the report?
Tell Notis which identifiers define the same contact and how to group possible duplicates. Review ambiguous cases.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Youtube to Elorus. A trigger fires from one place; an action lands in another.
Youtube triggers
Elorus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Expense
Creates an expense from categorized line items.
New YouTube Activity
Triggers when new activity is detected on a channel.
CREATE_PRODUCT
Create a product or service in the catalog.
New Item in YouTube Playlist
Triggers when a new item is added to a playlist.
Email Invoice
Email an existing invoice to selected contacts.
New Playlist in YouTube Channel
Triggers when a new playlist is added to a channel.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
New YouTube Channel Subscription
Triggers when a new channel subscription is made.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Get Contacts
Retrieve your contacts.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Youtube and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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