Bring expense visibility into campaign reporting
Include an expense check in your campaign review to make costs easier to notice and follow up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Expenses
Retrieves expenses.
Why this helps
Expenses can be recorded separately from campaign delivery, making cost review a manual scramble.
- Review expense records on a recurring cadence.
- Summarize costs when campaign references are present.
- Identify records that need human clarification.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the expense summary and provide campaign references if the records do not contain them.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and review how the records are summarized.
Questions about this workflow
Can this determine campaign expenses from AimTell?
No AimTell history action is listed. The workflow can use campaign references present in Agiled expense data or context you provide.
Does the workflow create expenses?
No. This action retrieves expense records for reporting.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Agiled. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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