Use consistent categories for campaign projects
Bring category options into the planning routine so new campaign projects are easier to classify consistently.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Project Categories
Retrieves project categories.
Why this helps
Inconsistent project categories make it harder to scan and compare campaign work over time.
- Review available categories before planning projects.
- Surface classification options for consistent project setup.
- Support clearer campaign portfolio views.
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 category review and provide any classification rules your team follows.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the category list is useful.
Questions about this workflow
Will this assign a category to a campaign project?
No. The action retrieves project categories and does not update projects.
Can Notis recommend a category?
It can offer a recommendation based on the available categories and rules you provide, but a person must apply it in Agiled.
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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