Get ready for upcoming client meetings
Review who you are meeting and the relevant Agiled context in one focused brief.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Events
Returns events on the specified calendar.
Why this helps
Preparing for client conversations takes longer when meeting details and CRM history are in separate places.
- See upcoming meetings within a chosen time range.
- Bring available client and project details into the preparation brief.
- Reduce context switching before calls.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Google Calendar once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter a name and prompt.
- 3In one instruction, ask Notis to list upcoming events and summarize matching Agiled client or project context for each.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one upcoming meeting and verify the matching context.
Questions about this workflow
Can it summarize past conversations?
Only if that history is available in Agiled through the connected access. The workflow should report when relevant history is missing.
How far ahead can the brief look?
Set the time range in your prompt, such as the next workday or the next few days.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Google Calendar. A trigger fires from one place; an action lands in another.
Agiled triggers
Google Calendar actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Insert Calendar into List
Inserts an existing calendar into the user's calendar list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Update Calendar List Entry
Updates an existing entry on the user\'s calendar list.
Delete Calendar
Deletes a secondary calendar. use calendars.clear for clearing all events on primary calendars.
Update Calendar
Updates metadata for a calendar.
Clear Calendar
Clears a primary calendar. this operation deletes all events associated with the primary calendar of an account.
Create Event
Creates an event on a google calendar, needing rfc3339 utc start/end times (end after start) and write access to the calendar. by default, adds the organizer as an attendee unless exclude organizer is set to true.
Delete event
Deletes a specified event by `event id` from a google calendar (`calendar id`); this action is idempotent and raises a 404 error if the event is not found.
Create a calendar
Creates a new, empty google calendar with the specified title (summary).
Connect any two apps with Notis in the middle.
Agiled and Google Calendar, 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 Google Calendar.