Capture email research requests as tasks
Turn a request to investigate a question into a task that keeps the question and intended output easy to find.
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
Research requests often get lost when they arrive by email and have no clear place in the team's work list.
- Keep the original research question visible
- Capture the expected output from the request
- Reduce manual task creation
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe which research requests should become tasks and which context to preserve.
- 4Select Agent Mail New Email Received and choose where run reports should go.
- 5Test with one real research request and review the created task.
Questions about this workflow
Can it perform the research too?
This workflow creates an Agiled task. The task can capture the question and requested deliverable for someone to complete.
What if the expected output is unclear?
Tell Notis to capture the question and flag the missing deliverable in the task or run report.
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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