Check document comparisons before client follow-up
Before following up with a client, retrieve relevant Draftable comparisons and get a quick summary of the changes available for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Comparisons
List document comparisons.
Why this helps
Client follow-ups are harder when the latest document changes are buried in a separate review tool.
- Bring relevant comparison details into follow-up preparation.
- Give Notis a client or document reference to guide its summary.
- Reduce last-minute searches across project and document tools.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Draftable once in the Notis portal.
- 2Create an automation and tell Notis to retrieve comparisons relevant to the client follow-up, using the reference supplied when started.
- 3Pick a webhook trigger and have the Agiled workflow or API call it before follow-up preparation.
- 4Choose where run reports go, then test with one real client or document reference.
Questions about this workflow
Can this identify the correct client automatically?
Only if the webhook request or available comparison data provides a usable client or document reference. Otherwise, include the reference in the instruction or invocation.
Will it send the client a message?
No. The available Draftable action retrieves comparisons. Notis can prepare a summary for your report channel, but sending client messages is not part of this workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Draftable. A trigger fires from one place; an action lands in another.
Agiled triggers
Draftable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Comparisons
List document comparisons.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
Agiled and Draftable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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