Know which Agiled leads may need your attention
Turn available lead details into a concise follow-up brief that keeps your next outreach decision visible.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Text Chat Completion
Generates a text completion or chat response using an AI model.
Why this helps
When lead context is spread across CRM records, deciding who needs a follow-up can take longer than the follow-up itself.
- Summarize available lead context in one place.
- Bring potential follow-ups to the top of a review.
- Avoid treating missing lead history as known information.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Ai ml api once in the Notis portal.
- 2Create an automation and describe the lead review brief you want.
- 3Pick notis_cron and choose a recurring schedule in Notis.
- 4Choose where run reports should go, then test with one real lead example.
Questions about this workflow
Can it determine lead priority accurately?
It can organize the information available in Agiled according to your instruction. Provide priority criteria and review the generated recommendations.
Will it contact leads?
No. This action creates a text brief for you to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Ai ml api. A trigger fires from one place; an action lands in another.
Agiled triggers
Ai ml api actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel Run
Cancel a run that is currently in progress.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Text Chat Completion
Generates a text completion or chat response using an AI model.
Create Assistant
Create an AI assistant with its chosen model, instructions, and tools.
Create Message
Add a user or assistant message to an existing thread.
Create Run
Start an assistant run on a thread to process its messages and generate a response.
Create Thread
Create a conversation thread that stores messages and context.
Delete Assistant
Delete an assistant.
Delete Message
Delete a message from a thread.
Connect any two apps with Notis in the middle.
Agiled and Ai ml api, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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