Track emailed meeting action items in Agiled
Follow-up emails often contain the next steps. Notis can turn explicit action items into Agiled tasks so they stay visible.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
Why this helps
Meeting decisions and owners can be forgotten when follow-up messages remain buried in an inbox.
- Capture written action items as tasks
- Keep agreed next steps outside the email thread
- Reduce manual note transfer
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Agiled once in the Notis portal.
- 2Create an automation through Automations, New Automation, or tell Notis from any channel.
- 3Describe which follow-up messages qualify and how to represent explicit action items in tasks.
- 4Pick Agent Mail New Email Received as the trigger and choose a run report destination.
- 5Test with one real meeting follow-up email and check the task details.
Questions about this workflow
Can it create one task for each action item?
Specify whether each distinct action item should become its own task or whether the email should be summarized as one task.
Can it assign owners mentioned in the email?
Tell Notis to use an assignee only when the email clearly identifies a person, and to flag names it cannot confidently resolve.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Agiled. A trigger fires from one place; an action lands in another.
Agent mail triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Tool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named website redesign with start date 2023-09-01 and status in progress."
New Email Received
Trigger for new emails in an AgentMail inbox
Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
Get Contacts
Tool to retrieve a list of all contacts. use after configuring the api key to fetch contacts with optional pagination or search filters.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
Connect any two apps with Notis in the middle.
Agent mail and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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