Prepare for client meetings with the context in one place
Get a quick briefing from the records you already have before the conversation starts.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Visual SQL SELECT
Read rows from a database table.
Why this helps
Meeting preparation often means searching for details while switching between work tools.
- Gather relevant Appdrag details on demand.
- Create a concise briefing from supplied context.
- Highlight unanswered questions rather than guessing.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Appdrag once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3Tell Notis to read relevant Appdrag records and prepare a meeting brief using the Agiled context and questions supplied.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real meeting example.
Questions about this workflow
Can it include past meeting notes?
Only if those notes are returned by the Appdrag function or included in the request.
Will it contact the client?
No. It prepares an internal brief.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Appdrag. A trigger fires from one place; an action lands in another.
Agiled triggers
Appdrag actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Execute Cloud Backend function via DELETE
Executes a cloud backend function in the default environment.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Execute Preprod Function (DELETE)
Executes a backend function in the preproduction environment for testing or validation.
Execute PROD API Function (GET)
Executes a backend function in the production environment.
Execute Dev Function (PATCH)
Executes a backend function in the development environment.
Execute Cloud Backend function via POST
Executes a cloud backend function in the default environment.
Execute Function POST (Preprod Env)
Executes a cloud backend function in the preproduction environment.
Execute Cloud Backend function via PUT (default)
Executes a cloud backend function in the default environment.
Execute Cloud Backend function via PUT (preprod)
Executes a cloud backend function in the preproduction environment.
Connect any two apps with Notis in the middle.
Agiled and Appdrag, 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 Appdrag.