Give competitor changes a clear next step
Turn a meaningful competitor update into a research task your team can pick up later.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a new task.
Why this helps
Competitor changes can be easy to notice and just as easy to forget before anyone investigates their impact.
- Create a follow-up only for changes worth investigating.
- Preserve the monitored finding in the task context.
- Make competitive research easier to track over time.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to review Agenty competitor findings and create an Agiled research task for each significant change, including the source context and only supplied project details.
- 4Choose a recurring Notis cron schedule and where run reports should go.
- 5Test with one real competitor change and check the task for accurate context.
Questions about this workflow
How does Notis know which competitor changes matter?
State your significance criteria in the instruction. If importance depends on information not in Agenty results, provide that context yourself.
Does the task get assigned automatically?
Only when an owner is supplied or you define a valid default in the instruction. Notis should not guess an Agiled user.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Agiled. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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