Add campaign context to estimate reviews
Prepare a clearer estimate review by gathering relevant advertising context alongside the estimate records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Estimates
Retrieves estimates.
Why this helps
Commercial estimates and ad research can be reviewed separately, making it harder to see when their context overlaps.
- Gather relevant context before an estimate review.
- Surface possible connections for a person to verify.
- Reduce time spent pulling 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 estimates and summarize only supported connections to available Adyntel insights, noting missing context.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real estimate and verify that any relationship to an insight is supported.
Questions about this workflow
Will this edit an estimate?
No. It retrieves estimates for review and does not change them.
Can it infer estimate value from advertising data?
No. It should report only what the estimate and available ad information actually provide.
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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