Review client engagement patterns with a monthly data summary
Use the activity data you already have to prepare a clearer client review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Execute ClickHouse Query
Runs a database query and returns the results.
Why this helps
Preparing client reviews often means piecing together activity from multiple places at the last minute.
- Prepare recurring client activity reviews.
- Summarize patterns returned by the query.
- Keep the report grounded in existing records.
Setup
Build it in a few focused steps.
- 1Connect Agiled and ClickHouse once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe what you want Notis to produce.
- 3In one instruction, specify the engagement query, time window, and client measures to summarize.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one real example and confirm the activity definitions are accurate.
Questions about this workflow
What counts as engagement?
Specify the events or records that define engagement for your business. Notis cannot infer missing definitions or data.
Can it compare with the previous month?
Yes, when the query returns both periods or includes a known baseline. Request the comparison explicitly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to ClickHouse. A trigger fires from one place; an action lands in another.
Agiled triggers
ClickHouse actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Execute ClickHouse Query
Runs a database query and returns the results.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Database Schema
Retrieves an overview of a database's schema and tables.
Get Table Schema
Gets the schema and column details for a table.
Get ClickHouse Play Interface
Returns the ClickHouse Play interface for writing queries and viewing results.
List ClickHouse Databases
Lists the databases in an instance.
List ClickHouse Tables
Lists tables in databases with basic details.
Connect any two apps with Notis in the middle.
Agiled and ClickHouse, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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