Make project feedback requests easier to prepare
Create a reviewable note to ask how a completed project went.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Email
Why this helps
Feedback requests are easy to postpone after delivery when the project moves out of daily focus.
- Creates a draft for a human to review
- Uses completion details available in Agiled
- Avoids making unsupported claims about customer satisfaction
Setup
Build it in a few focused steps.
- 1Connect Agiled and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Ask Notis to review completed Agiled projects and create a Close feedback-request draft when the customer and completion context are clear, without sending it.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one completed project and review the draft.
Questions about this workflow
Will the feedback request be sent?
No. It creates a Close email draft for a person to review.
Can it claim the customer was satisfied?
No. The message should ask for feedback and avoid assuming the customer's opinion.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Close. A trigger fires from one place; an action lands in another.
Agiled triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
Agiled and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Close.