Get a focused summary of your Agiled deals
See the deal information you already have in one scheduled review, with gaps called out clearly.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Deals
Retrieves deals.
Why this helps
Pipeline reviews take longer when deal details are scattered or key context is missing from the records.
- Retrieve deal records on a recurring schedule.
- Summarize available deal text into a readable review.
- Call out absent information without guessing at deal status or history.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Agiled once in the Notis portal.
- 2Create an automation in Automations, then New Automation, and provide a name and prompt.
- 3Tell Notis to retrieve Agiled deals and use Abstract to summarize the returned text, reporting only fields present in the results and naming important missing context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Run once and compare the summary with the returned Agiled deal records.
Questions about this workflow
Can this calculate changes in deal value over time?
Only if the necessary historical baseline is supplied or included in the returned data. The listed deal action retrieves deal records but does not promise historical snapshots.
Does it update deals?
No. The available action retrieves deals for reporting; it does not modify them.
Can I choose a weekly review?
Yes. Select a recurring schedule in the Notis trigger setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Agiled. A trigger fires from one place; an action lands in another.
Abstract triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Creates a new expense.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Ticket
Creates a new support ticket.
Get Contacts
Retrieves contacts.
Get Currencies
Retrieves the available currencies.
Get Deals
Retrieves deals.
Get Employees
Retrieves employees.
Connect any two apps with Notis in the middle.
Abstract and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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