Review your team directory alongside agency workload
Put team information and available agency workload signals in one review for planning conversations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Employees
Retrieves employees.
Why this helps
Planning team capacity is difficult when staffing details and agency workload are spread across tools.
- Review Agiled employees alongside available agency workload context.
- Prepare a concise report for team planning.
- Avoid claiming capacity without supporting workload or availability data.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide a name and report channel.
- 3Ask Notis to retrieve Agiled employees, review available AgencyZoom workload information, and summarize relevant signals while noting unavailable capacity data.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real review and confirm the report distinguishes workload evidence from assumptions.
Questions about this workflow
Can this determine whether an employee has capacity?
Only if the available information includes a reliable capacity measure or baseline. Otherwise, it can summarize workload signals but should not infer availability.
Does this assign work?
No. The selected action retrieves employees for a planning report. It does not assign tasks.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Agiled. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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