Prepare deal reviews with competitor context
Bring the relevant competitor advertising signals to your deal review, with evidence and unknowns made easy to scan.
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
Deal reviews can consume time gathering market context from separate ad research and CRM systems.
- Gather deal and advertising context in one report.
- Make review preparation easier to scan.
- Separate supported observations from unanswered questions.
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 deals and summarize relevant Adyntel competitor findings, clearly flagging uncertain matches.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real deal review and verify that the context is relevant.
Questions about this workflow
Does the workflow change deal status?
No. It retrieves deals and produces a review summary; it does not update deal records.
How does it identify a relevant competitor?
The connection must be supported by the data or stated in the instruction. Ambiguous relationships should remain labeled as uncertain.
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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