Review your Agiled projects in one digest
Use a compact scheduled digest to see your project portfolio without opening each project one at a time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Projects
Retrieves projects.
Why this helps
A founder's view of active projects can become scattered across records that take time to revisit individually.
- Collect project records into one periodic review.
- Summarize available project names, statuses, and dates.
- Spot projects that may need a closer look.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to retrieve Agiled projects and summarize only portfolio details returned by Agiled.
- 4Choose the cron trigger and set the review schedule.
- 5Choose where run reports should go, then test with one real review.
Questions about this workflow
Can it report project progress?
Only if progress information is returned by Agiled. The workflow should not infer progress from a project name or status alone.
Can I focus the digest on a subset of projects?
The listed action retrieves projects. You can ask Notis to summarize a subset when the returned records contain a reliable basis for selecting it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Agiled. A trigger fires from one place; an action lands in another.
Ai ml api triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Creates a new expense.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Ticket
Creates a new support ticket.
Get Contacts
Retrieves contacts.
Get Currencies
Retrieves the available currencies.
Get Deals
Retrieves deals.
Get Employees
Retrieves employees.
Connect any two apps with Notis in the middle.
Ai ml api and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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