Prepare weekly client briefs from Agiled
Start the week with a useful client update already organized for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Draft
Create a draft and optionally schedule its automatic delivery.
Why this helps
A weekly brief can take longer to assemble than to read when project status and upcoming tasks need manual collection.
- Gather relevant project context into one draft.
- Highlight open work and upcoming steps in a consistent format.
- Review the brief before sending it to a client.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Agent Mail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language.
- 3In one instruction, ask Notis to summarize the week's relevant project updates and upcoming tasks in a client email draft.
- 4Pick a weekly schedule and choose where run reports should go.
- 5Test with one real project and check that the brief includes only information appropriate for the client.
Questions about this workflow
Can the brief compare progress with last week?
Only if the prior status or history is available in Agiled data supplied to Notis. Otherwise, include the baseline in the instruction or event context.
Is the draft sent automatically?
No. The selected action creates a draft for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Agent mail. A trigger fires from one place; an action lands in another.
Agiled triggers
Agent mail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Message
Retrieves the full details of an email message from an inbox.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Draft
Create a draft and optionally schedule its automatic delivery.
List Messages
Lists messages in an inbox.
Create Inbox
Create an inbox for sending and receiving messages.
Send Email
Sends an email.
Create Inbox API Key
Create an inbox-scoped API key; omitting permissions grants all available inbox permissions.
Delete Thread
Permanently delete a thread and all its messages.
Get API Key
Retrieve API key details without exposing its secret.
Connect any two apps with Notis in the middle.
Agiled and Agent mail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agent mail.