Keep campaign ownership clear as your team changes
Use a current employee directory to make campaign handoffs easier to plan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Employees
Retrieves employees.
Why this helps
Outdated assumptions about who is available can leave campaign work without a clear owner.
- Review the employee directory on a predictable cadence.
- Use current returned records when planning ownership.
- Flag campaign items that need an owner supplied by your team.
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 ownership review and provide the campaign context or work items to compare with the directory.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and check that returned employee details support the review.
Questions about this workflow
Does this assign campaign work to employees?
No. The listed action retrieves employees; it does not assign tasks or update projects.
Where does the campaign work list come from?
Supply it in the instruction or use context available to the automation. AimTell has no listed retrieval action or trigger events.
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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