Give policy findings an ownerable next step
Keep a sourced change visible until the right person has reviewed what it means for your business.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a new task.
Why this helps
A policy update found during web research can be forgotten before anyone assesses its relevance or impact.
- Preserve the source and finding for the reviewer.
- Make research follow-up visible in the task system.
- Avoid treating an unreviewed finding as a confirmed obligation.
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 create an Agiled task to review each supplied policy or standards finding, clearly labeling it as a finding that needs assessment.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real sourced finding and ensure the task does not overstate its implications.
Questions about this workflow
Does this confirm that a rule applies to my business?
No. It creates a review task from a sourced finding. Applicability needs to be assessed using your business context.
Can I include the source link in the task?
Yes, when the link is present in the Agenty finding and your instruction asks Notis to preserve it.
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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