See campaign project readiness in one review
Get a recurring overview of campaign projects that may need a status check or follow-up.
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
Campaign work spread across projects can be hard to review quickly when every update requires opening each record.
- Review projects in one recurring summary.
- Spot records that need a status check using available data.
- Reduce manual scanning across project lists.
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 campaign readiness review and supply any campaign identifiers needed to interpret projects.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and verify the summary against Agiled projects.
Questions about this workflow
Does AimTell provide the campaign list for the review?
No AimTell trigger or retrieval action is listed. Provide the campaign identifiers or context you want Notis to use.
Can Notis update project status based on the review?
No. The available project action retrieves projects; it does not update them.
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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