Bring website research into your regular review
Get the page content you need before your next client or prospect follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Webpage Content
Retrieve the rendered content of a webpage.
Why this helps
Remembering to revisit client sites takes attention away from active project work.
- Keep recurring reviews on a predictable cadence
- Bring rendered page content into a report
- Prepare for follow-up with less tab hunting
Setup
Build it in a few focused steps.
- 1Connect Agiled and Anchor browser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: retrieve the specified client or prospect webpage and summarize useful changes for follow-up.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real website and verify the returned content is useful.
Questions about this workflow
Can it identify what changed since last time?
Only if a prior baseline is supplied or stored in the context available to the automation. Otherwise, it can summarize the current page.
Does the schedule crawl every Agiled client?
The automation should be given the specific URLs or selection criteria to review. The available event list does not provide an Agiled trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Anchor browser. A trigger fires from one place; an action lands in another.
Agiled triggers
Anchor browser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Profile
Create a browser profile from an active session to preserve its data.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Click Mouse
Click at specified coordinates in a browser session.
Delete Profile
Delete a browser profile.
Copy Selected Text
Copy the currently selected text in a browser session to the clipboard.
End All Sessions
End all active browser sessions.
Create Integration
Create an integration that is immediately available in browser sessions and profiles.
End Browser Session
End a specific browser session.
Create or Update Task Draft
Create or update a task’s draft version for development and testing.
Connect any two apps with Notis in the middle.
Agiled and Anchor browser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Anchor browser.