Give a promising market finding a project home
Move from a validated research signal to a named initiative with a clear objective.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Project
Creates a new project.
Why this helps
Market opportunities can be discussed repeatedly without anyone creating a concrete initiative to explore them.
- Turn qualifying findings into an initiative with a clear purpose.
- Keep the evidence near the project created from it.
- Avoid projects for signals that do not meet your criteria.
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 available Agenty market research and create an Agiled project for findings that meet your stated opportunity criteria, using only provided project details.
- 4Choose a recurring Notis cron schedule and where run reports should go.
- 5Test with one real market finding and review whether the project reflects the evidence.
Questions about this workflow
Does Notis decide whether a market opportunity is viable?
It can apply criteria you provide to available research. It cannot validate facts or business context that the research does not contain.
What happens if the project needs a start date that is missing?
Supply a default or include the date in the finding. The automation should flag missing required details instead of inventing them.
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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