Answer client portfolio questions with ClickHouse analytics
Request a focused portfolio view and get a summary based on your available data.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Execute ClickHouse Query
Runs a database query and returns the results.
Why this helps
Pulling client and project figures together for a review can interrupt focused work.
- Start a portfolio analysis from a request.
- Summarize returned client or project metrics.
- Keep review preparation connected to the question being asked.
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 the outcome to Notis.
- 3In one instruction, specify the portfolio query and the metrics to summarize from ClickHouse.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and confirm the result uses the intended client definitions.
Questions about this workflow
Can the query isolate a client?
If the data includes a client identifier, specify the relevant identifier or filtering requirement in your instruction.
Will it include historical context?
Only if the query returns historical records or you provide a baseline for comparison.
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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