Start your review with the right client context
Choose a recurring search query and let Notis gather matching client records from Algolia into a focused run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Algolia Index
Searches a specified index.
Why this helps
Preparing for client follow-up often means searching across records and rebuilding the same context from scratch.
- Gather matching client records in one scheduled run.
- Use a query you provide to focus the search.
- Reduce time spent rebuilding client context before follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Algolia once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which query to search in the Algolia client index and how to summarize the matching records in its run report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real query and review the returned records and summary.
Questions about this workflow
Does the workflow search Agiled directly?
The action searches an Algolia index. It does not perform an Agiled search unless you separately direct Notis to retrieve Agiled data in the prompt.
Where does the brief appear?
It appears in the report channel selected for the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Algolia. A trigger fires from one place; an action lands in another.
Agiled triggers
Algolia actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add AB Test
Creates an A/B test to compare search performance between two index variants.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Browse Algolia Index
Retrieves all records from an index.
Add or Replace Record
Creates a record in an index or replaces the existing record with the same ID.
Clear Objects
Removes all records from an index while keeping its settings.
Add Record to Index
Adds a record to an index, replacing any record with the same generated ID.
Clear Rules
Deletes all rules from an index.
Clicked Object IDs
Reports clicked items outside a search context.
Clicked Object IDs After Search
Reports items clicked in search results.
Connect any two apps with Notis in the middle.
Agiled and Algolia, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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