Automations – Notis

What Are Automations?

An Automations is an instruction that Notis will be ask to perform based on a trigger. Use them automating repetitive workflow.

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Whenever Notis runs an Automation the context of the conversation at the time you set the prompt is automatically recalled, so Notis remembers what you were discussing. You can also ask Notis to link a Notion entry to a reminder so it’s context is easily retrieved.

Schedule trigger

Schedule triggers will run your instruction at a regular interval.

They can be created or updated through Notis or via the portal.

Examples

“Every Friday at 5pm, sends me a summary of the task completed this week.”

“Can you list all my automation?”

“Delete my Friday summary automation.”

Webhook trigger

Webhook triggers generate a unique URL that can be called by any automation platforms to trigger the instruction (e.g Zapier, Make or directly in Notion)

When the URL is called the instruction will run on your selected channel.

When the webhook is called with a POST request, the content of the request is passed to Notis along with your instructions

They can be created or updated through Notis or via the portal.

Setup, edit or delete automations with Notis

"Create a new webhook automation that schedules a new social media post for today based on the blog post provided."

"List all my automations."

"Edit my social media automation to run every day at 9am instead."

"Delete my social media posting automation."

"Disable my weekly summary automation."

Automations are particularly powerful when combined with databases with custom instructions set. This allows creating extremely advanced workflows. Learn more.

Managing automations in the portal

You can also create, edit, and manage your automations directly from the Notis portal:

View all your automations in one place

Create new schedule or webhook automations

Edit automation instructions and triggers

Delete automations you no longer need

Disable automations temporarily without deleting them

Configure Keep Conversation Context - Choose whether to continue previous conversations or start fresh each time the automation runs

View execution logs to see when your automation ran and what happened

Configuring your webhook in Notion

Once Notis has provided you with your automation’s webhook URL or you’ve used the Notis portal to obtain it, you can configure Notion to call it with the built-in automation tool.

Open the database that should trigger the webhook and click the automations icon:

Configure your trigger in the first section:

Select “Send webhook” in the second section called “Do” and paste your Notis Automation webhook URL:

Select the content that you want to pass along with your instructions to Notis.

To learn more about how to setup Notion automations with with webhooks, check the Notion documentation. Webhooks are also compatible with any major automation platforms such as Zapier, Make and Pipedream.

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Keep your webhooks URL strictly private, as they have full editing access to your workspace. Webhooks don’t return any information, so they can’t be used to read your Notion workspace. For this use case, you need to use the Notis API.