Review campaign expenses with ad context
Use current campaign findings to make expense reviews more informed, then decide whether any item needs follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Expenses
Retrieves expenses.
Why this helps
Expense lists can be hard to interpret without the campaign context that explains what the spend relates to.
- Bring campaign context into expense review.
- Surface questions for human review without asserting a discrepancy as fact.
- Reduce time spent gathering information from separate tools.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3Ask Notis to retrieve Agiled expenses and compare them with available Adyntel campaign information, then report supported questions for review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real expense review and confirm the report distinguishes evidence from open questions.
Questions about this workflow
Does this workflow create an expense?
No. It uses Agiled's Get Expenses action to retrieve expense records for review.
Can it confirm that an expense matches ad spend?
Only when the available expense and campaign information supports that connection. Missing evidence should be called out.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Agiled. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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