Turn emailed project briefs into Agiled projects
A clear project brief can become the starting point for a new Agiled project, without retyping the basics from an email.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
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."
Why this helps
New client work can stall while someone extracts project details from an email and manually starts a project.
- Reduce repeated project setup
- Keep project requests from sitting in the inbox
- Use the brief as the source for initial project details
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Agiled once in the Notis portal.
- 2Create an automation from Automations, New Automation, or tell Notis what to do from any channel.
- 3Describe which incoming messages are project briefs and how to handle missing project details.
- 4Select Agent Mail New Email Received as the trigger and choose where run reports go.
- 5Test with one real project brief and review the project created in Agiled.
Questions about this workflow
Can Notis create a project if the email is missing details?
Set an instruction to create a project only when required details are present, and ask Notis to report incomplete briefs for follow-up.
Does this create tasks for the project too?
This workflow uses Agiled's Create Project action. To create tasks, use a separate automation with the Agiled Create Task action.
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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