Draft clear client updates from Agiled project context
Share the project details once. Get a focused update you can review and send without rebuilding the context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Message
Create a response based on a conversation.
Why this helps
Writing client updates means reopening project notes, finding the latest status, and deciding what to say.
- Summarizes supplied project context into a readable update
- Highlights blockers and next steps when included in the request
- Reduces time spent switching between project notes and messages
Setup
Build it in a few focused steps.
- 1Connect Agiled and Anthropic administrator once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to turn each submitted Agiled project update into a concise client message, including only supplied facts and calling out missing status details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real Agiled project update sent to the webhook.
Questions about this workflow
Does this send the client message automatically?
No. The workflow creates a draft message from the supplied context. Review and send it through your usual channel.
What should the webhook request include?
Include the project status, recent progress, blockers, and any next steps you want considered. Notis cannot infer information that is not supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Anthropic administrator. A trigger fires from one place; an action lands in another.
Agiled triggers
Anthropic administrator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Message
Create a response based on a conversation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Model
View details about a specific model.
List models
List the available models.
Connect any two apps with Notis in the middle.
Agiled and Anthropic administrator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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