Review client portal updates on a schedule
Have Notis gather the requested visible details from a client page so you can focus on deciding what needs a response.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Scrape webpage content using CSS selectors
Extracts structured content from selected webpage elements.
Why this helps
Client updates can sit unnoticed when checking each portal depends on remembering to revisit it.
- Reduces manual portal checks
- Highlights details for follow-up
- Provides a repeatable review report
Setup
Build it in a few focused steps.
- 1Connect Agiled and Browserless once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis which client portal URL and CSS selectors to inspect, and ask it to summarize the returned details.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real portal page and confirm the extracted details are useful.
Questions about this workflow
Does this create or update client records in Agiled?
No. The listed Browserless action extracts page content. You can review the report and handle any Agiled update yourself.
What if I do not know the page selectors?
Provide selectors you already know or have identified. The workflow should not assume selectors that have not been supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Browserless. A trigger fires from one place; an action lands in another.
Agiled triggers
Browserless actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Download file using Puppeteer script
Downloads files saved by Chrome during a browser automation script.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Execute Custom Function
Runs a custom browser automation script.
Fetch HTML Content
Fetches a webpage’s complete HTML content, including dynamic content.
Generate PDF from webpage
Generates a PDF from a webpage.
Scrape webpage content using CSS selectors
Extracts structured content from selected webpage elements.
Take Screenshot
Captures a screenshot of a webpage.
Unblock Protected Content
Retrieves webpage content from sites protected against automated access.
Connect any two apps with Notis in the middle.
Agiled and Browserless, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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